Turn lead data, signal scoring and distribution skills into an auditable sales workflow
Complete customer and company information, organize social media signals, lead scoring, polling allocation and one-to-one speech generation into a configurable, reviewable and trackable sales operation workflow.
- 01Import and field mappingUpload or enter leads, confirm company logo, profile URL fields and compliance tips.
- 02Data enhancement and reviewBuild evidence-based customer profiles and view sources, confidence levels, conflicting fields, and pending approvals.
- 03signal scoreConfigure social media and business signal rules to generate lead scores, groupings and deviation alerts.
- 04Assignment and speaking skills approvalAssign sales leaders according to polling, generate one-on-one speech drafts and enter manual approval.
- 05Export operational reportsSummarize data enhancement quality, score distribution, assignment results, speech approval and failure items.
Sales workflow results
Results, sources, failures, approvals, and rollbacks are saved by project.
No business results yet
The leads have not been uploaded or the company identity has not been configured to build the profile.
Data use boundary
The lead files, profile URLs, social media logos, salesperson lists, generated phrases, and approval records you upload may contain personal or commercially sensitive information. The system is only used to generate data enhancement, scoring, distribution and reports in this workspace; sources queried online will be saved with records to facilitate auditing. Please do not upload mobile phone numbers, private emails, unauthorized social media data, or contact lists restricted by regional regulations that are not from legal sources. Current 10 Role Review Supplement: Column preview, PII detection, sensitive field masking, and irrelevant column exclusion are required before uploading. ;The area of processing, purpose of processing, legal basis/proof of source, unsubscribe or Do Not Contact status must be recorded. ;Personal email addresses, mobile phone numbers, and social media IDs are not used for reach by default; they can only be used for drafts when the legal source, necessary purpose, and approval conditions are met. ;Network retrieval records consent_mode, consent_version, URL, time, disclosed_fields, failure reason and not_allowed status. ;Deletion and retention policies must cover records, runs, approvals, audit_events, rollback_snapshots, networking caches, uploaded files, and exported files; Unknown items must be marked unknown.
Data retention
Project data is retained for 90 days by default; administrators can delete workspaces earlier. After deletion, the records, reports, approval status and data snapshots in this site will enter the deletion queue; exported files or data copied to external systems by users themselves are not within the scope of rollback and deletion of this site.
Human responsibility and rollback
This product is used for sales operation data compilation, scoring suggestions, allocation suggestions and speech draft generation. Personal email addresses, mobile phone numbers, social media profiles, and reach content may involve privacy, platform policies, and regional compliance requirements; all AI output requires manual review. Products do not guarantee lead closures, revenue growth, scoring accuracy, or external data integrity.
Rollback only refers to undoing the data enhancement results, scoring versions, assignment records, drafts, approval status or report versions on this site, and restoring to the previous workflow state of this site; since this product is not connected to external production systems by default, rollback does not mean undoing any changes in external CRM, email systems, social media platforms or other production systems.