Verification and hygiene gate

First gate before pipeline routing

Hygiene verdict

Verification status

Tier mix and next action

A/B/C current mix
Score distribution

Sources and hygiene

Inbound source
Hygiene verdict

Quarantine — never routed to a rep

fails hygiene or is disqualified by rule

Pipeline Conversion & Results Intelligence

Tracking conversion stages across active cohorts

Weights — maximum points per signal

100 POINTS TOTAL
Maximum points across all signals 100 · scores are normalised to 100, so you can change any weight without rescaling the rest

Tier thresholds

Anything below tier C is tier D. Quarantined leads never receive a tier.

ICP dictionaries

Drop a CSV or Excel file of inbound leads

One row per lead. Headers are matched automatically — you can correct them on the next screen.

Import history

File / batchUploaded byDateRowsImportedMergedQuarantined
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Backup and restore

SERVER SNAPSHOT

Download a server snapshot of leads, owners, stages, notes and the scoring model for safekeeping. Restoring a file currently replaces only the scoring model configuration.