Managing Leads
Track and nurture leads through your pipeline with customizable statuses.
What Are Leads?
Leads are potential customers or prospects you're actively nurturing. Each lead has a status that tracks where they are in your pipeline as you build relationships and move them toward conversion.
Lead Statuses
Leads progress through customizable statuses as they move through your pipeline:
New
Fresh lead, not yet contacted
Contacted
Initial outreach has been made
Engaged
Lead is actively responding
Qualified
Lead meets ICP criteria
Converted
Lead has become a customer
Lost
Lead did not convert
Dormant
Lead is inactive, may re-engage
Tags & Filtering
Organize leads with custom tags to filter and segment your pipeline:
Content Calendar Leads
Tag leads with content_calendar to identify prospects who need content planning services.
"Show me all leads tagged with content_calendar with status engaged"
- Filter by industry, company size, or budget
- Tag high-priority leads for quick access
- Group leads by campaign or source
Example Prompts
"Create a new lead for Sarah Chen from TechCorp with status new"
Adds a new lead to your pipeline with initial status set.
"Update all qualified leads to converted who signed contracts this week"
Bulk updates lead statuses based on conversion events.
"List all high-priority leads with status qualified"
Filters leads ready for sales outreach.
Available MCP Tools
create_leadlist_leadsget_leadupdate_leaddelete_lead