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📈 Pipeline & Accounts

The Pipeline & Accounts tab manages your active leads, company profiles, and pipeline stages inside TechLabs CRM.

Pipeline & Accounts

⭐️ Lead Scoring & Verification

Every prospect account is automatically scored and categorized:

  • Lead Score (0-100) — Calculated from technical readiness, company size, and engagement activity.
  • Account Deduplication — Automatically detects and merges duplicate company names (e.g. matching "Summertown LLC" with "Summertown Interiors").
  • Suppression Safeguard — Ensures unverified contacts or opt-out domains are never contacted.

🔄 Synchronized CRM Workflow

  • Lead Stages — Easily move accounts from Discovered $\rightarrow$ Audited $\rightarrow$ Proposal Sent $\rightarrow$ Closed-Won.
  • Direct CRM Integration — All account data, contact details, and audit history sync seamlessly with your TechLabs CRM workspace.