How to · 1 minute
How to track leads in Rook Dots
Move leads across the seven stage pipeline on a drag and drop board.
Total time: 1 minute·4 steps
- 1
Open Leads
From the workspace sidebar, open Leads. The board is already loaded.
- 2
Add a lead
Press Add Lead and fill name, email, business, budget, source.
- 3
Drag to a stage
Move the card between new, contacted, qualified, proposal, negotiation, won, lost.
- 4
Let Kai watch
Rook Intelligence will nudge you on any lead that has not moved in seven days.