How do the 5 pipeline stages work?
Every saved lead starts in New Lead. You drag it to Contacted / Outreach Sent once you reach out, In Discussion / Replied once they respond, and Won / Closed or Archived / Disqualified once the deal is settled one way or the other. There is no manual data entry — a drag between columns is the only action needed to update a lead's status.
- check_circleNew Lead
- check_circleContacted / Outreach Sent
- check_circleIn Discussion / Replied
- check_circleWon / Closed
- check_circleArchived / Disqualified
What can I do with each lead card?
Each card shows the lead's source (Reddit or X), an AI intent score (Hot, Warm, or Cold), and a precise classification tag — High-Intent Buyer, Alternative Seeker, Problem Venting, or Disqualified. From the card, you can add a private note, generate an AI reply, open the original post, or remove the lead from your pipeline.
Per-lead notes
Track follow-up details privately on every lead — saved automatically as you type.
Inline AI replies
Generate a personalized outreach message from the lead's original post, right on the card.
Can I export my pipeline to CSV?
Yes. Filter by any single stage, or export the entire pipeline, to a CSV that includes author, company, source, score, status, notes, and a direct link back to the original post — ready to import into Salesforce, HubSpot, or any spreadsheet.
Frequently Asked Questions
What is the LeadLinx CRM Pipeline?
The LeadLinx CRM Pipeline is a Kanban-style board for managing leads extracted from Reddit and X. Every lead you save from a search moves into the pipeline, where you track it through five stages, add notes, and generate AI replies without leaving the board.
What are the 5 pipeline stages?
New Lead, Contacted / Outreach Sent, In Discussion / Replied, Won / Closed, and Archived / Disqualified. You move a lead between stages by dragging its card to a different column.
Do I need to save a lead before it appears in the pipeline?
Yes. The pipeline only tracks leads you have explicitly bookmarked from a search. Raw search results stay in your live search view until you choose to save them, keeping the pipeline focused on leads you have already decided to pursue.
Can I generate AI replies directly from a pipeline card?
Yes. Each card has a Generate Reply button that writes a personalized outreach message using the lead’s original post as context, without leaving the board. This is a Premium feature.
Can I export leads from a specific pipeline stage?
Yes. A status filter above the board lets you export leads from a single stage, or all stages, to a CSV file that includes author, company, score, status, notes, and the original post link.
Does the pipeline show which source a lead came from?
Yes. Every card is labeled Reddit or X, alongside its AI intent score (Hot, Warm, or Cold) and its precise classification tag — High-Intent Buyer, Alternative Seeker, Problem Venting, or Disqualified.