How to Automate Your Sales Pipeline with LeadLock AI
A sales pipeline in LeadLock AI is where leads move from first touch to closed. You see stages, tasks, conversation history, and activity—and you can automate what happens when a lead is created, when they reply, or when their status changes.
Pipelines and stages
Leads sit in pipeline stages (e.g. New, Contacted, Qualified, Proposal, Closed). You can drag and drop or use automations to move them. Each lead has a timeline of messages, notes, and tasks so nothing is lost.
- ✅Custom or default pipeline stages
- ✅Lead list and pipeline view
- ✅Filters by stage, source, and tags
Tasks and reminders
Assign tasks and due dates to leads. Get reminders so follow-ups happen on time. Tasks show up in the lead timeline and in your task list so the whole team stays aligned.
- ✅Tasks tied to leads
- ✅Due dates and reminders
- ✅Activity timeline for every lead
Automation in the pipeline
Automations can change lead status, add tags, send messages, or trigger webhooks. For example: when a lead replies to an SMS, move them to “Contacted” and create a task “Call within 24h.” Pipeline automation keeps stages and next steps in sync.
Run your pipeline in LeadLock AI
Import leads, set up stages, and automate follow-up so your pipeline runs itself.