Prospecting pipeline
What it is for
The Prospecting pipeline shows where each contact the voice agent is calling stands: whether they have not been contacted yet, whether the AI is gauging their interest or qualifying them, and whether they ended up hot, warm or cold. Hot and warm leads move on their own to the sales pipeline; cold ones, to Remarketing.
How to get there
Sidebar → Sales → Pipelines → Prospecting tab ·
app.growtek.io/en/pipelines/prospection
The screen in detail
- Views: Board (leads by stage), List and Prospections (the campaigns; see Prospecting campaigns).
- Search and Filters: Sales rep, Rating, Channel, Campaign and Created between.
- New prospection: launches a campaign.
- Columns the AI moves carry a sparkle icon (AI moves this stage).
The stages
| Stage | Who moves it | What it means |
|---|---|---|
| AI · Interest Search | AI | The AI is gauging the lead's initial interest. |
| Pending contact | AI | A contact attempt was made and did not succeed; pending a retry. |
| AI · Lead Qualification | AI | The AI qualifies the lead based on the script and key questions. |
| Hot Lead | AI / person | Qualification result: green. |
| Warm Lead | AI / person | Qualification result: yellow. |
| Cold Lead | AI / person | Qualification result: red. |
| Sent to Sales | AI / person | Final stage: the lead is already in the sales pipeline. |
What the AI does on its own
- In an Outbound campaign, the lead enters AI · Interest Search; in an Inbound one, it goes straight to AI · Lead Qualification.
- If the call does not go through (no answer or failure), the lead moves to Pending contact and is retried according to the cadence.
- If the lead shows interest on the interest call, it moves to AI · Lead Qualification and the qualification call is scheduled. If it shows no interest, it moves to Cold Lead and to Remarketing.
- In qualification: green → Hot Lead, yellow → Warm Lead, red → Cold Lead. Hot and warm move on their own to Sent to Sales (and enter the sales pipeline); cold moves to Remarketing.
- If the contact asks to be called later, the call is repeated at the requested time and the lead does not move.
What you can do
Move a lead manually
Drag the card or use More actions → Move to…. Leads advance one stage at a time and cannot go back; between Hot Lead, Warm Lead and Cold Lead movement is free, and any of the three can move to Sent to Sales.
Call a lead again
Open the card's quick panel and click AI call (it is always an outbound call), or open the lead and use Relaunch in its Interest report. See Calls.
Review the details
See Leads.
Required permissions
| Action | Permission |
|---|---|
| View the pipeline and campaigns | prospect.read and lead.read |
| Launch a campaign | prospect.create |
| Move leads | lead.transition |
| AI call | contacts.update |
FAQ
Why can't I move a lead backwards? The pipeline only moves forward. If a lead needs another chance, relaunch the call or work it from Remarketing.