Showcase Documentation

LeadPilot

A practical guide to exploring crm & sales pipeline.

Overview

LeadPilot explores the rhythm of sales work: capturing a lead, following up, recording context, moving an opportunity through a pipeline, and learning from conversion patterns.

Getting Started

Open the live showcase and start from the available CRM entry point.

Features to Try

  • Move a lead through pipeline stages
  • Review follow-up and activity concepts
  • Explore opportunity value and conversion patterns

Example Scenario

A salesperson records a new lead, follows up, qualifies the opportunity, sends a proposal, and closes it as won or lost.

Demo Notes & Limitations

The live application was unreachable during implementation, so feature descriptions remain intentionally conservative.