Pipeline
Leads
Every inquiry in one queue — with the visitor's own words, follow-up tasks, notes, and trial windows.
+ Create lead
Jordan Lee
walk in · added Jul 18
contactedjordan@example.invalid+15550101001
Follow-ups
- Confirm intro session· due Jul 21
Notes
Interested in an evening fundamentals class.
Advance stageAdd taskAdd noteConvert to member
Taylor Kim
referral · added Jul 19
trialing+15550101002
Interested in: Beginner classes
“Saw the listing and would like to try a beginner class this month.”
Arrived from a connected directory listing — words exactly as the visitor wrote them.
Trial
activeJul 19 → Jul 26
Follow-ups
- Trial check-in· due Jul 22
Advance stageAdd taskAdd noteConvert to member
In the real console: staff move leads through stages, log follow-ups and notes, and convert leads to members — and connected directories deliver new inquiries here automatically. This demo is read-only.