📥
📋 Board 1 of 10

Leads Board

Entry point for all new affiliate prospects. Track initial outreach, qualification status, and conversion to opportunities.

🔄 Pipeline Stages

01
New
Freshly captured, awaiting first contact
Est. 40% of leads
02
Contacted
Initial outreach made, waiting for response
Est. 25% of leads
03
In Discussion
Active conversation, gathering info
Est. 20% of leads
04
Qualified
Meets criteria, ready for opportunity
Est. 10% of leads
05
Disqualified
Does not meet criteria or unresponsive
Est. 5% of leads

📋 Field Specifications

Field Name
Type
Description
Source
Required
Lead Name
Text
Contact or company name
Manual
Yes
Email
Email
Primary contact email
Manual
Yes
Phone
Phone
Contact phone number
Manual
No
Telegram
Text
Telegram handle
Manual
No
Website
Link
Affiliate's website URL
Manual
No
Lead Status
Status
Current pipeline stage
Manual
Yes
Status Options
New Contacted In Discussion Qualified Disqualified
Lead Source
Dropdown
How the lead was acquired
Manual
Yes
Source Options
Website Form Cold Outreach Referral Conference LinkedIn Social Media Partner Network Other
Created Date
Date
When lead was created
Auto
Auto
GEOs
Multi-select
Target geographic markets
Manual
No
GEO Options
UK CA NZ IE LATAM EU Other
Est. Monthly Traffic
Dropdown
Traffic estimate
Manual
No
Traffic Ranges
<10K 10K-50K 50K-100K 100K-500K 500K+ Unknown
Traffic Type
Multi-select
How they drive traffic
Manual
No
Traffic Types
SEO PPC Social Email Display Influencer
Interest Level
Rating
How interested (1-5)
Manual
No
Qualification Score
Formula
Auto-calculated score
Formula
Auto
Account Manager
Person
Responsible AM
Manual
Yes
Team Leader
Person
AM's manager
Auto
Auto
Days in Lead Stage
Formula
TODAY() - Created Date
Formula
Auto
Converted to Opportunity
Connect
Links to Opportunity if qualified
Auto
Auto
Disqualification Reason
Dropdown
Why rejected
Manual
Conditional
Disqualification Reasons
Low Traffic Bad Traffic Quality Wrong Geo No Response Budget Mismatch Other

✅ Qualification Criteria

To convert a Lead to an Opportunity, they must meet all of these criteria:

💬

Shows Genuine Interest

Actively engaged in conversation and responsive to outreach

📊

Minimum 10K+ Traffic

Must have at least 10,000 monthly visitors to their properties

✓

Quality Traffic

Traffic must be legitimate (not bot/spam/incentivized)

🌍

Acceptable Geos

Covers target geographic markets we operate in

📱

Responsive

Replies to communications within reasonable timeframe

🌐

Proper Presence

Has legitimate website/online presence we can verify