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, which is deliberately the boundary of what gets automated here; see sales automation: what to automate (and what not to) for why status tracking is automated but moving a lead forward isn't.
- 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 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, remove the lead from your pipeline, or open a full Leads Analyzer profile for a deeper read on their behavior and buying journey before you reach out.
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.
Related reading
Frequently Asked Questions
What is the LeadLinx CRM Pipeline?
The LeadLinx CRM Pipeline is a Kanban-style board for managing leads extracted from Reddit. 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.
What shows up on each lead card?
Every card is labeled with its AI intent score (Hot, Warm, or Cold) and its precise classification tag — High-Intent Buyer, Alternative Seeker, Problem Venting, or Disqualified — so you can prioritize at a glance without opening the card.