Leads and the lead pipeline

The Leads tool helps you find businesses to sell to and track them until they're won or lost. It searches Google Places for businesses by type and location, scores each result, and keeps them on a pipeline board.

Where: Leads (/app/leads)

Availability: the lead finder uses Google Places and appears only when the platform has it switched on. How many leads you can find each month depends on your plan.

Finding leads

1. Go to Leads.
2. Enter a business type and a location, for example "dental clinics in Pune" or "cafés in Austin, TX".
3. Run the search.

Omni returns matching businesses with their name, address, phone number, website and Google rating. It skips businesses you've already found, so you don't get duplicates.

Lead scoring

Each lead gets a score from 0 to 100, based on the information Google already provides:

Signal	Default weight
Has a phone number	35
Google rating	25
Number of reviews	25
Has a website	15

Every score shows why it was given. You can change the weights to match what matters to you, then click Rescore to update your existing leads.

The lead pipeline

Where: Leads → Pipeline (/app/leads/pipeline)

The pipeline is a board with a column for each stage. New workspaces start with New, Contacted, Qualified, Won and Lost. You can rename, recolour, reorder, add or remove stages to match your sales process.

• Drag a lead from one stage to the next as the conversation moves forward.
• Log activity on a lead (notes and other touchpoints) so your team can see its history.
• Automate on stage changes: the lead stage changed, qualified, won and lost automation triggers let you send a message or notify a teammate when a lead moves.

From lead to conversation

1. Find a list of target businesses.
2. Select the promising ones and click Push to contacts.
3. Tag them, for example outreach-oct, or add them to a segment.
4. Reach out with a campaign or an automation.

Contact businesses responsibly. Follow your local marketing and privacy laws. On WhatsApp, only message people who have agreed to hear from you: cold messages get reported, which lowers your number's quality rating and can get it restricted.

Next: connect your online store in E-commerce stores.