Admin Leads

Staff lead and consultation pipeline

Leads are now backed by persisted lead, contact, life-event, and consultation records. This view is the first operational slice of Lucent's staff workflow rather than a generic CRM shell.

Leads
0
Leads in the current filtered queue
Scheduled
0
Leads with a scheduled consultation
Active Lead
No leads yet
Capture a lead through the API to populate this view
Open tasks
0
Select a lead to see task hooks

Lead queue

Persisted queue, filtered by the operational attributes staff actually use during intake.

operational
Reset
No leads match the current filters.

Lead detail

View the selected lead, advance its status, and schedule the next consultation without leaving Lucent.

detail
Select a lead from the queue to view detail.