Agent operating flow

First see how the agents move work.

A lead enters from the business channels, moves through intake, qualification, routing, follow-up, approval, and reporting. The CRM board below shows the result.

Incoming leadWhatsAppEmailWebsite formSocial
MayaIntake deskWhatsApp / Email / Form / Social
MayaQualificationFit rubric, value, urgency
DonaldRoutingRouted
JoshFollow-upPhone / Email / WhatsApp / Social
Gate
OwnerApprovalOwner approves before action
NiraReportingOwner summary
No external actionEmails, WhatsApp, calls, CRM writes, and customer-facing work stay locked until approval.
Lead Lifecycle CRM

Events and Venues lead dashboard

India WhatsApp/phone route
Live previewLead Lifecycle CRM

Lead work is visible before customer-facing action.

Selected automation areaLead handling and revenue

Lead capture, qualification, routing, follow-up, recovery, owner approval, and reporting.

Cost, time, laborLead handling

Manual chasing, duplicate tracking, missed follow-up, and owner status checks.

Open leads5

Active leads on this board.

Value at riskHigh

late quote follow-up

Needs approval2

Waiting for owner approval

Due todayDue today

Next action is visible before anything is sent.

PipelineFollow-up board
AllHotNeeds follow-upAt risk
2 leadsNew
Value pending
NewEvents inquiry

WhatsApp source captured; late quote follow-up risk is visible.

Value pendingDue today
Needs ownerEvents website form

Budget/date signal pending.

Value pendingToday
2 leadsQualified
WhatsApp/phone
QualifiedLead matched to route

WhatsApp/phone path selected with source and owner visible.

WhatsApp/phone4h SLA
ClassifiedDecision context

Budget, date, channel, and leakage risk are grouped.

High intentToday
2 leadsFollow-up Due
Owner check
Draft readyFollow-up drafted

Reply is prepared, not sent.

WhatsApp/phoneOwner check
DueCallback window

Lead is nearing stale status before response.

Recovery task45m
2 leadsQuote / Proposal
At risk
At riskQuote follow-up

No reply risk is visible before revenue is lost.

OpenNo reply 3d
ProposalProposal owner

Owner can see who needs the next nudge.

Value visibleTomorrow
2 leadsOwner Approval
Locked
WaitingApprove follow-up

Customer-facing action waits for sign-off.

Approval gateNow
Needs ownerAssign owner

Lead can be moved or blocked before action.

Owner reviewToday
2 leadsRecovered / Closed
Owner visible
ClosedRecovered lead

Closed work remains visible for reporting.

RecoveredThis month
ReportedOwner report

Recovered value and stale sources roll into reporting.

ReportedThis month
Owner View shows the pipeline, operating roles, follow-up risk, and next approved action.

No customer actions are taken from this preview.

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