Saved Leads

Saved Leads is your pipeline where discovered businesses become tracked prospects.

View Options • List/Table — A tabular view showing Company, Services, Website, Audit status, and Score • Kanban — A board view organized by pipeline stage, with drag-and-drop support

Pipeline Stages • Not Contacted — Leads that haven't been reached out to yet • Contacted — Leads where initial contact has been made • Replied — Leads that have responded • Interested — Leads showing interest • Client — Won deals

Drag & Drop (Kanban View) In Kanban view, you can drag cards between columns to update their pipeline stage. Changes are saved automatically. Cards show a grip handle on the left side for dragging.

Advanced Filters Click the Filters button to open the filter dialog: • Business Category — Fuzzy text matching. "Restaurant" matches "Pizza Restaurant", "Vietnamese Restaurant", etc. Uses token normalization and singular/plural handling. • Website — Any, Has Website, or No Website • Review Count — Minimum and maximum range • Rating — Minimum and maximum range (0–5) • Business Status — Operational, Temporarily Closed, or Permanently Closed • AI Analysis — Analyzed or Not Analyzed • Opportunity Score — Minimum and maximum range (0–100)

Filters combine with logical AND. They filter the currently loaded dataset instantly without additional API calls.

Bulk Actions Select leads using checkboxes to perform batch operations like running AI Audit on multiple leads at once.

Status Tabs Filter the view by pipeline status: All Leads, Not Contacted, Contacted, Interested, or Client.