The Leads pipeline page: filter and work your inquiries

What this page is

The Lead Pipeline tile and the Pipeline overview card on Sales & Marketing show you the shape of your funnel. This page is where you actually work it. Leads, at /growth/leads, is the full, filterable list of every inquiry Verinode has on file for your business: forwarded emails, CRM imports, and anything you enter by hand. From here you filter down to a slice that matters, open a lead to see everything captured about it, and change its status as the work happens: log a first response, mark it quoted, convert it to a job, or mark it lost with a reason.

Verinode does not chase a lead for you or decide which one to call next. It reads the lead records already in your account, flags the ones that have sat open longer than they should, and gets out of the way. Every status change on this page is something you do, not something Verinode does on your behalf, and none of these actions draw on your Intelligence Unit balance: they are manual record-keeping, not AI work.

Where to find it

Open Sales & Marketing from the sidebar, under the Revenue group. From there, either tap the Lead Pipeline tile or the Pipeline tab in the overlay deck and use its Open the full pipeline (or Work the leads that need attention) button, or go straight to iq.verinode.ai/growth/leads. A small back link at the top left, reading "‹ Sales & Marketing," returns you to the section home.

The header

At the top of the page, the title reads "Leads" with the line "Every inquiry that came in. The ones that need a follow-up are flagged first." underneath. Two buttons sit on the right:

• Add lead opens a narrow overlay for entering a lead by hand.
• Import CSV opens your file picker to bulk-import a CRM export. While a file is being read, the button reads "Importing…" and disables.

Both are covered in detail further down.

The filter chips

Below the header sits a row of chips. Each shows a count next to its label when that count is above zero:

| Chip | What it shows | |---|---| | Needs attention | Open leads (New or Quoted) that have gone stale, colored Ember Red when the count is above zero. | | All | Every lead you have on file. | | New | Leads that just came in, no decision made yet. | | Quoted | Leads you've priced and are waiting on a decision for. | | Won | Leads that converted into a signed job. | | Lost | Leads that didn't convert. |

Tap a chip to filter the list to it; the active chip is filled solid. When the page loads with no filter specified, it opens on Needs attention if anything is flagged, or All if the pipeline is clean.

Deep-linking from elsewhere

A funnel finding or decision card elsewhere in Verinode can send you here pre-filtered, using /growth/leads?filter=<value> with one of: all, attention, new, quoted, won, or lost. The Pipeline overview card's Work the leads that need attention button is one example: it lands you on /growth/leads?filter=attention with exactly the flagged leads already showing. An unrecognized or missing value falls back to the same default (Needs attention if anything's flagged, otherwise All).

Reading a row

Rows flow directly on the page, one per lead, separated by hairlines rather than boxed into cards. Each row has three parts, left to right:

• A thin accent bar on the left edge. It turns Ember Red when the lead needs attention and stays invisible otherwise, so a flagged lead is visible before you read a single word.
• The main line and its meta line. The main line shows the contact's name, or the property address if no name was captured, or "No contact captured" if neither exists. Underneath, a meta line strings together the channel (for example "Referral" or "Paid search"), the named lead source if one is on file (for example "Referral · Angi"), and a response note when there's one to show.
• The value and status, right-aligned. On top, the estimated value formatted as money (rounded to the nearest thousand or million once it's that large, for example "$4.2k" or "$1.1M"), or a dash placeholder when no value was captured. Below it, the status label in its own color (New in a muted tone, Quoted in amber, Won in green, Lost in a fainter muted tone), followed by how long ago it came in, for example "3 days ago" or "2 months ago."

The response note in the meta line reads one of a few ways:

• "Unworked" when the lead is still New and nothing has been logged against it yet.
• "Responded in 12m" or "Responded in 3.5h" when the first response landed within a day.
• "Responded in 2d" once the first response took a day or more.

Rows are always sorted with anything needing attention first, then newest received within that. That ordering holds no matter which chip you have selected, so on the All chip, the leads most in need of a follow-up still float to the top.

Empty states

• No leads at all. If you haven't captured a single lead yet, the list area reads: "Leads will appear here as inquiries flow in from your inbox and imports."
• Filter with nothing in it. If you have leads on file but the current chip has none matching (say, you've never marked one Lost), it reads: "No leads match this filter."

Opening a lead

Tap any row to open its detail as a glass overlay on top of the page. The overlay's small eyebrow label is the lead's channel; the title is the contact's name, or "Lead" if none was captured.

What's inside

Estimated value and status. A large headline shows the estimated value, or "Not stated" if none was entered, with the current status label beside it in its status color.

Take action. This is where you work the lead. The buttons that show up depend on its current status:

• Log first response, shown only on a New lead with nothing logged yet. It stamps the current moment as the first response. It never overwrites a real first-touch time already on record, so tapping it again after a response is logged does nothing.
• Mark quoted, shown unless the lead is already Quoted or Won.
• Mark won, shown unless the lead is already Won. This doesn't mark it won immediately; it opens the job-link step described below.
• Mark lost, shown unless the lead is already Lost. This opens a reason field.
• Reopen, shown on anything that isn't already New, to move it back.

1. 1Mark lost. Tapping it reveals a text field with the placeholder "Why was it lost? (e.g. price, went with another contractor)." Type a reason (or leave it blank) and tap Confirm lost to set the status and save the reason against the lead.
2. 2Mark won. Tapping it opens a panel reading "Link this lead to the job it became (optional)." A button labeled "Won, no job link" marks it Won on its own. Below that, up to fifty of your most recently created jobs that aren't already linked to another lead are listed, each showing its label (the client's name, or "Job" plus the first few characters of its ID when no name is on file), its amount, and its date. Tap a job to mark the lead Won and link it to that job in one step. This stamps the job with the lead's ID, and its lead source if it had one, so acquisition-channel reporting can trace revenue back to where it came from.
3. 3If jobs are still loading, the panel reads "Loading jobs…"; if there's nothing unlinked to choose from, it reads "No unlinked jobs to choose from," and you can still confirm the win with no link.

Contact. Name, phone, email, and property address, each shown only when captured, decrypted for display from Verinode's Vault. If none of the four were captured with the inquiry, the group reads: "No contact details were captured with this inquiry."

Source. The channel (one of Referral, Repeat customer, Paid search, Paid social, Local Service Ads, Organic / web, Direct, or Carrier program, or "Unknown source" if none was resolved) and, when one exists, the named lead source you've configured (for example a specific referral partner or ad account).

Timeline. When the lead was received, when the first response landed (or a dash if none has been logged), the lost reason if the lead is marked Lost, and, if it's been linked to a job, a line reading "Converted to a job."

Adding a lead by hand

Tap Add lead to open a narrow form: Name, Phone and Email side by side, Property address, and Source and Estimated value side by side. Source is free text ("Referral, Google, Angi…") that Verinode resolves into one of the eight channels on save. You need at least one field filled in beyond a blank form; leaving everything empty produces "Add a name, contact, address, or source." Tap Add lead to save (it reads "Saving…" while in flight) or Cancel to back out. A manually added lead goes through the same writer as everything else Verinode captures automatically, so it's deduplicated and its contact fields are encrypted the same way, and it shows up in the list immediately without a page reload.

Importing leads from a CSV

Tap Import CSV to pick a file. It's built to read opportunity-export CSVs from DASH, Albi, or JobNimbus and matches their column headers automatically, so you generally don't need to rename anything before uploading. Once the import finishes, an "Import complete" overlay shows three counts, Added, Updated, and Skipped, a line reporting how many rows were read from the file, and up to eight notes on any rows that couldn't be processed cleanly. If the file can't be read at all, the same overlay opens with every count at zero and the error under Notes. Either way, the list refreshes right after.

Best-practice example

Say the Lead Pipeline tile on Sales & Marketing turns Ember Red reading "3 need a follow-up." You tap through to /growth/leads?filter=attention and land on three flagged rows: two New leads sitting unworked for several days, and one Quoted lead that's gone stale with no decision. You open the oldest New lead, call the customer, and tap Log first response the moment you hang up, clearing its flag. On the Quoted lead, the customer already confirmed they're going with you, so you tap Mark won, pick the matching job from the list, and the lead links to it in one step, no manual re-entry of the address or value. The third lead went with a competitor on price, so you tap Mark lost, type "price" in the reason field, and confirm. Three flags cleared, and the Lead Pipeline tile goes back to copper the next time you're on the home page.

Related reading

• Lead pipeline at a glance (tile + overview card)
• Sales & Marketing: section overview
• Speed to Lead: how fast a new lead gets a first response
• Getting Leads: acquisition-economics benchmark card
• The decision workspace
• Clients and carriers
• Forwarding documents
• Connecting your data
• Understanding your margin