FAQ

How do I create a lead? : On the Contacts or Pipeline screen, click Add contact. First name is the only required field. New contacts start in the New Lead stage. On a free workspace this needs a premium plan.

A lead disappeared from my agenda — where did it go? : The agenda only shows overdue follow-ups, follow-ups due today, and dormant open leads. If you logged an interaction or scheduled a follow-up, the lead stopped being dormant, so it left the "Dormant" section. It's still on the Pipeline and in Contacts.

What makes a lead "dormant"? : An open lead (not Won/Lost) with no interaction, follow-up or stage change in the last 14 days (or whatever your workspace threshold is set to).

What's the difference between an interaction and a follow-up? : An interaction is something that already happened (a call you made). A follow-up is something scheduled for the future (a call to make). Log the past as an interaction; schedule the future as a follow-up.

Can I change the pipeline stages? : Yes — Settings → Pipeline stages (admin, premium). Keep a Won and a Lost stage at the end; the app treats those names as "closed".

How do I add someone to my team? : Team → Add agent, using the email they'll sign in with. They sign in with that email and are matched automatically. No invite email is sent.

Do sequences actually send email? : Not yet — each step is recorded as a run (what would have been sent) so you can see the cadence work. Connecting a real email provider is a small developer change.

I upgraded but a button is still locked. : Refresh the page. If it's still locked, the payment webhook may not have completed — check the Billing screen shows "premium", and if not, contact support.

Can I export my data? : Individual follow-ups export to .ics. A full data export isn't in the app yet; ask support if you need one.

Is my data separate from other companies? : Yes. Every record is scoped to your workspace (company_id), enforced on every query. One workspace never sees another's data.