Sales Intelligence becomes useful when you treat it as your active sales workspace rather than a one-off research tool. The Pipeline tab is where every lead lives, whether you generated the report yourself or a prospect requested one from the public form.
This guide walks through how leads are organised, what actions you can take on a card, what is shown for self-serve leads specifically, and how to export the data when you want to work outside the platform.
Where to find the pipeline
#Open Sales Intelligence from the main menu, then click the Pipeline tab at the top of the workspace. Every lead created by your team or submitted through the public form appears here.
The Pipeline is scoped per user: the agency owner sees every lead; a sales agent sees only leads they created or were assigned. Self-serve leads from the public form are unassigned and appear for the agency owner.
Lead statuses and what they mean
#Every lead has a single status that describes where they sit in your sales process. The status filter buttons at the top of the pipeline mirror these.
Steps and details · includes a table
| Status | What it means |
|---|---|
| Saved | You added the prospect but have not contacted them yet |
| Contacted | You have reached out at least once |
| Responded | The prospect has replied to your outreach |
| Qualified | The prospect has shown buying intent and fits your offer |
| Meeting Set | A meeting or call is booked with the prospect |
| Proposal | A proposal or quote has been shared |
| Negotiating | You are working through the final terms |
| Nurturing | Long-term relationship building, not ready to buy yet |
| On Hold | Paused for a reason, often timing or budget |
| Won | The prospect signed up as a customer |
| Lost | The prospect is not moving forward |
| Reactivated | A previously lost or dormant lead is back in play |
Status · What it means
- Saved
- You added the prospect but have not contacted them yet
- Contacted
- You have reached out at least once
- Responded
- The prospect has replied to your outreach
- Qualified
- The prospect has shown buying intent and fits your offer
- Meeting Set
- A meeting or call is booked with the prospect
- Proposal
- A proposal or quote has been shared
- Negotiating
- You are working through the final terms
- Nurturing
- Long-term relationship building, not ready to buy yet
- On Hold
- Paused for a reason, often timing or budget
- Won
- The prospect signed up as a customer
- Lost
- The prospect is not moving forward
- Reactivated
- A previously lost or dormant lead is back in play
The numbers next to each status are live counts. New leads start as Report Pending and Report Ready before you move them into the funnel. Those two have no filter button, so use All to find brand-new self-serve leads. The Lost filter groups Lost, Disqualified, and Unqualified.
What you can do on each lead card
#Every lead card shows the business name, status, and the report state. The actions you can take depend on whether a report has been generated and whether the lead is self-serve or outbound.
Steps and details
Move Stage: change the status using the stage pickerGenerate Report: run a new report on the lead, or regenerate if the previous one failedView Report: open the white-label report in a new tabFind Email: look up an email address using AnyMailFinder (visible when AnyMailFinder is connected)Delete: remove the lead from the pipeline. If reports exist you are asked whether to delete them too. By default the reports are kept and become standalone reports.
Reports are generated asynchronously. While one is being built the card shows a spinner and a clear progress message instead of the View Report button.
How self-serve leads look
#Leads that arrived through the public form have a clear Self-serve lead badge and an extra contact block on the card. This makes it easy to see at a glance which prospects came to you versus which ones you sourced.
Steps and details
Self-serve leadbadge with the submission time- Contact name, role, and contact phone (separate from the business phone)
Consent giventimestamp if consent was required- Locale chip showing the language the prospect viewed the form in
- Business phone is labelled
Business phone (from Google)so it is not confused with the contact phone the lead typed
Filtering and finding leads
#Use the status filter buttons at the top of the pipeline to narrow down the view. Each button shows the current count for that status.
Steps and details
- Click
Allto see every lead in the pipeline - Click a specific status to focus on one stage
- Pagination at the bottom lets you walk through long lists without slowing the page
Export to CSV
#You can export the pipeline at any time for follow-up outside the platform. The export modal lets you choose between a quick set of columns and the full export.
Steps and details · includes a table
- Both profiles include the self-serve contact name, role, and phone when the lead came from the public form
- Full export adds the contact email, consent timestamp, locale, form slug, Turnstile verification flag, and report URL
- You can optionally filter by status before exporting so the file is already segmented
| Profile | Use it when |
|---|---|
| Quick export | You want the most useful columns for outreach with minimal noise |
| Full export | You want everything we know about the lead, including the report URL and all self-serve fields |
Profile · Use it when
- Quick export
- You want the most useful columns for outreach with minimal noise
- Full export
- You want everything we know about the lead, including the report URL and all self-serve fields
Export links are signed and expire after 7 days, after which the file is cleaned up.
Regenerating a report
#Sometimes you want a fresh report on the same prospect. Maybe the data is months old, or the previous attempt failed because of a transient error.
Steps and details
Click Generate Report on the card. The previous report URL is replaced with the new one once it finishes. The old report is still in your audit history but the lead card always points to the latest version.
Find an email when you only have the business
#If AnyMailFinder is connected, the Find Email button uses the business name and website to look up a likely contact email. Any email it returns is stored against the lead so you can email straight from your usual workflow.
Steps and details
Quickly reading a report
#Open the report from a lead card and scan the top of the page first. The trust score and hero section summarise the prospect situation in one screen. The Local Visibility section shows where they actually appear on Google Maps. The competitor section makes the gap obvious.
Steps and details
- Trust score: a single 0 to 100 grade that captures the overall reputation health
- Hero summary: one paragraph that explains the situation in plain language
- Local Visibility map: where the business shows up around their area
- Competitors: the businesses ranking above the prospect right now
- Full analysis only: AI visibility for ChatGPT, Gemini, and Perplexity, plus sentiment and the deeper sections
Working self-serve leads vs outbound leads
#Self-serve leads come in warm. They asked for the report, so the first touch can be a follow-up on what they saw rather than a cold introduction. The contact details captured on the form give you a believable first message.
Steps and details
Outbound leads need different handling. The report is the opener, not the response, so frame it as a useful asset rather than a personalised reply. Both lead types live in the same pipeline so you can keep one process for both with small adjustments per first contact.