Add a lead

Who are we talking about? Required identifiers and lifecycle.

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First nameRequired

Legal given name of the contact person.

Last nameRequired

Family name or surname of the contact person.

Source

Initial marketing, partner, or outbound attribution channel.

EmailRequired

Corporate business email address used for primary outreach and identity matching.

Company

Legal business or trading entity the contact represents.

Phone

Direct telephone number in international E.164 format.

State

Operational lead disposition state (Discovered, Engaged, Qualified, CryoSleep).

Cryo wake trigger

What signal should wake this lead from hibernation.

Lifecycle stage

Funnel progression milestone (Lead, Marketing Qualified, Sales Qualified).

Disqualification category

Why this lead isn't a fit right now.

Reason

One sentence of context for the next person who reviews this.

Score

Predictive fit score, 0–100. Higher = better.

Every outbound action checks this before it sends. Recorded against the lead, not assumed.

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Channels you have consent forRequired

Only the channels you can evidence. You can add more later.

Country the lead is inRequired

Where the person is, not where you are — the stricter regime applies.

Sub-region

Only needed where the rules split below the country, such as California.

Evidence referenceRequired

What you would show a regulator: the form, the call recording, the opt-in.

We're pulling public signals about this lead. Review and override anything.

Your lead's fit score — and exactly what's driving it. Override anytime.

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Assign to an owner. Routing rules are deterministic; override is permitted.

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Routing mechanismRequired

Algorithm used to assign ownership (Round Robin, Territory, Pareto Headroom, Manual).

Assigned rep

Sales representative or account executive owning this opportunity.

Cognitive load

How much rep attention this lead needs (1–5).