Leads board

The leads board shows every prospect the SDR is working, organized by stage in the funnel. You’ll find it at app.workasso.com/leads.

The funnel

Each lead moves through the stages:

new → engaged → qualified → action_taken → won / lost

• new — just arrived, not yet worked.
• engaged — the agent is already in conversation.
• qualified — reached your qualification threshold.
• action_taken — the defined action ran (e.g. demo booked).
• won / lost — final outcome.

Won and lost are confirmed by you

Caution

The won and lost stages only change on operator confirmation. The agent advances a lead up to action_taken, but marking it won or lost is up to you — the sales outcome is always a human decision.

What’s been working

The “What’s been working” panel collects recent outcomes so you can see, at a glance, which approaches are converting. It’s a practical summary for tuning the SDR’s training around what gets results.

To set the goal that moves leads through the funnel, see SDR.