Add leads

Type them in one per line, or paste an email. Each lands in Identified as a brought-in lead, owned by whoever you name, with a first call due in three days.

Manage leads Find leads

Default owner

One lead per line

Commas, dashes, pipes, "for" and "at" split a line. Values, states, cities, sector words, team names and phrases like "next week" are picked up wherever they sit. Read on this device only.

PreviewNothing yet

Dotted fields were guessed. Fix them here

Type or paste a line above and it appears here as a lead you can fix before it lands.

How it reads a lineSeven small rules, each optional

Separators: Split the bits with commas, dashes, pipes or "for" and "at". The first bit is the title.
Value: $6.5m, 6.5m, $800k, $4.5 million or 4,200,000 all work. A bare "$12" reads as twelve million and is marked as a guess.
Place: A state code (VIC, NSW, WA, QLD, SA, TAS, ACT, NT, NZ) or a city such as Perth, Geelong or Auckland. With neither, it takes the client's home state where known, otherwise VIC, and says so.
Sector: Words like theatre, ICU, ward or clinic read as health; aged care as aged care; GMP, cleanroom or vaccine as pharma; lab, PC2 or research as lab and research; university, TAFE or campus as education; warehouse, factory or plant as industrial. Otherwise commercial.
Owner: A team name anywhere in the line: Matt, Stu, Ops VIC and so on. Lines without one go to the owner chosen above the preview.
Client: A bit after "for" or "at", a name the product already knows (Monash Health, St Vincent's, GSK), or the proper nouns that open the title.
Due: "(Thursday)", "due Fri", "by 3 Sep", "next week", "tomorrow" or "end of month" set the first action date. Left blank, it is three days out.

Nothing leaves the browser in the demo build. Lines, pasted emails and dictation are read on this device. Leads are kept in this browser's storage and handed to the sync seam, which stays idle until a database is configured. Only the first 240 characters of an email body are kept, as the lead's first note.