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Leads

The Leads page at /dashboard/leads is the live pipeline. Every contact Matilda has talked to, or that a worker has synced, appears here.

Columns​

ColumnMeaning
Name and phoneThe contact, linking to their detail page
QualificationA percentage bar in 20% steps, one per captured milestone
IntentBuy, sell, or browsing
BudgetAs captured
MessagesTotal messages in the conversation
Follow-upsActive reminders for this contact
Last activeWhen the last message was exchanged

Searching and filtering​

Use the search box to filter by name, phone, or email. Status chips filter to new, qualifying, qualified, showing, or nurture.

Sample data​

For demonstrations, the webapp ships a seeder that creates fake leads with +1555 numbers:

python -m matilda.seed

Add --reset to clear existing sample leads first, and --seed N for a reproducible set. See Testing.