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What is a lead in Rook Dots?
A lead is a conversation that might become a client. In Rook Dots, every lead carries name, email, phone, business, budget band, source, notes, owner, and a timeline of every change, moving through seven pipeline stages.
Answer
A lead is a conversation that might become a client. In Rook Dots, every lead carries name, email, phone, business, budget band, source, notes, owner, and a timeline of every change, moving through seven pipeline stages.