BoardWorkflows
Lead Pipeline Autopilot
Enabled

Reference flow for the Lead Pipeline: vet imported leads, locate contacts, run the 14-day outreach cadence, and get a §1582 agreement signed. Signed leads graduate to the Claim Pipeline.

19 nodes · 21 connectionsOpen editor
Untitled workflow
Enabled
0 nodes · 0 connectionsOpen editor
Person Leads $1k-$10k Mobile Verification Outreach
Enabled
6 nodes · 4 connectionsOpen editor
ClaimDesk
CA unclaimed-property CRM
  • Dashboard
  • Leads
  • Campaigns
  • Pipelines
  • Workflows
  • Claims
    • Live Calls
    • Outbound Agent
    • Training
  • Agents
  • Docs
    • Profile
    • Outreach
    • Agents
    • Voice Agents
    • Integrations
Auth disabled
EC2 bootstrap mode