Sales Board

💡 What It Is

Sales Board is your real-time workspace for managing outreach, tracking engagement, and responding to leads.

It brings together campaigns, conversations, and lead activity into one place—so you can quickly see what’s happening and take action.

🧠 How to Use It

Think of Sales Board as your workflow:

• Lane 1 → outreach sent
• Lane 2 → AI is handling the conversation
• Lane 3 → human follow-up needed
• Outcomes → final result

Everything moves automatically based on lead activity.

📣 Lane 1 — Active Campaigns & Messages

Leads that have been messaged but have not replied yet.

Grouped by campaign

Each campaign appears as a card with total enrollments

Includes all outbound activity (SMS, email, campaigns)

Leads leave this lane based on your Campaign Lead expiration setting.

🤖 Lane 2 — Jackie Answering

Leads where a positive reply has been received and AI Responder (Jackie) is enabled on the campaign.

While in this lane:

Jackie responds automatically

Conversations progress in real time

No action is required unless you step in

Leads move out of this lane when Jackie escalates or a user takes over

⚠️ Note: AI-assisted messaging requires setup and is available to organizations on Universal Credit Plans.

⚠️ Lane 3 — Needs Attention

Leads that require manual follow-up.

This includes:

Escalations from Jackie

Campaigns without AI enabled

Leads requesting a human

Also includes stalled or inactive conversations

Leads leave this lane based on your Needs Attention expiration setting.

✅ Pro Tip:
Start your day in Needs Attention.This is where leads are waiting—and where the highest opportunity exists.

🏁 Outcomes

Booked - Declined - Removed

Once moved to an outcome:

1. the lead is removed from active lanes
2. the record becomes read-only

⚙️ Settings & Controls

Sales Board behavior is controlled by:

• Campaign Leads → how long leads stay in Lane 1
• Needs Attention Leads → how long leads stay in Lane 3

Search allows you to find leads by name, email, or phone.
Time Filter adjusts visible activity.
Show Outcomes displays completed leads.

🙋‍♀️ Important Notes & FAQs