Prospects, stage, and next-step ownership in one view.
This screen is meant for regular desktop triage. Operators should be able to scan stage,
channel readiness, last contact timing, and next-step intent without opening every session.
Search leads
Filter by stage
Lead health
2
Visible leads after current search and stage filters.
Tracked leads
2 total records linked to calls, actions, and follow-up context.
Why this matters
This prevents operators from relying on memory or transcript history alone to decide the next step.