Lead Scoring & Pipeline
Understand how IntakeNexus prioritizes, stages, and routes leads
On this page
The Leads Page
Leads is your pipeline. On desktop you can switch between a table view and a kanban board grouped by stage; on mobile it becomes a card list. Filters live in the URL, so you can bookmark or share any filtered view with a teammate.
- Search (
/shortcut), state filter, channel filter, and an unread-only toggle - Advanced filters: created before/after, minimum priority, has-quote
- Sort by score, date, name, amount, or priority; page size 10/20/50
- Select multiple rows to use batch actions
- Press
?for the full keyboard shortcut list
Demo data
How Scoring Works
Each lead scores 0–100 on intent, fit, and urgency so your team can prioritize high-likelihood jobs.
| Component | Weight | Interpretation |
|---|---|---|
| Intent | 40% | How strongly the customer language indicates real purchase intent |
| Fit | 30% | How closely the request matches your services and area |
| Urgency | 30% | How time-sensitive the problem appears |
Pipeline Stages
- New — first inbound contact captured
- Qualifying — information gathering in progress
- Qualified — enough detail to quote or schedule
- Contacted — outreach made, awaiting customer response
- Quoted — pricing shared with customer
- Scheduled — appointment booked
- Completed — work finished
- Lost — did not convert
- Spam — junk or non-customer traffic, excluded from metrics
The Lead Detail Drawer
Opening a lead (from Leads, Inbox, or the home page) shows a drawer with a stage transition bar (advance the stage, or Mark Lost / Mark Spam) and three tabs:
| Tab | What It Contains |
|---|---|
| Conversation | The message thread with reply composer and AI draft generation |
| Details | Customer info, quote, tags, scoring breakdown, and extracted data |
| Activity | The full state-change timeline |
The drawer also shows an AI insight card: recommended next action, the optimal hour to make contact, win probability, and predicted deal value.
Auto-Advance vs Manual Control
AI auto-advances stages when signals are clear. Use the kanban board’s drag-and-drop or the drawer’s stage bar to correct the stage at any time.
Troubleshooting Stage Drift
| Problem | Check | Resolution |
|---|---|---|
| Lead stuck in Qualifying | Conversation missing required details | Prompt for missing details or move the stage manually |
| Lead jumped forward unexpectedly | AI interpreted confirmation language as intent | Move the lead back and tighten handoff rules in AI Receptionist › Text replies |
| Low scores on good leads | Knowledge pack and service catalog signals are weak | Update AI Receptionist › Knowledge and the Pricing service catalog |