Workspace / Leads

YOUR SALES WORKSPACE

Every lead. One place.

Review the evidence, pick a lead, and move the conversation forward.

Dates & opening window
Shop / locationAssessment / openingContact / evidenceProgress / owner

Opening announcements and confirmed openings are separate. Unknown dates stay visible unless you select a date range.

LEAD DETAILS

Add a lead

Announced and confirmed openings need evidence and a source. Leave the date blank if unverified.

Prepare a district search

Business types

This prepares a saved plan. Research begins when you give the generated prompt to Codex.

Ready for Codex

Copy this into a Codex chat with access to this folder. Your run is saved; copying does not start it.