Lead drawer & timeline day to day
The lead drawer is the central workspace β same layout from Inbox, Pipeline, Today, or CRM Workspace.
Tab overviewβ
| Tab | Content |
|---|---|
| Details | Master data, stage, score, NBA suggestion |
| Timeline | All channels and manual activities chronologically |
| CRM | Deal fields, sync status, HubSpot/Pipedrive/Salesforce |
| Messages | Channel conversation (WeCom, WhatsApp, email) |
NBA badges (ghosting, hot, closing soon) appear consistently in Pipeline, drawer, and Today.
Use the timeline effectivelyβ
- Open drawer β Timeline.
- Review recent customer and team activity before replying.
- Log activity for calls, meetings, or internal steps.
- Internal comment for handoffs (not visible to the customer).
Details: Team comments & timeline.
Typical situationsβ
- Prepare a reply: Timeline + Draft follow-up (AI & follow-ups)
- Colleague takes over: Comment with next step and language
- Check ghosting: See last message and planned sequence in timeline (Follow-up & ghosting)
Short checklist per touchpointβ
- Stage still correct?
- Follow-up date set?
- One sentence outcome in timeline or note?