Scout brings you the conversation and why it fits. Keep that evidence with the owner, stage, notes and follow-up, so the next person can pick up the work without starting the search again.
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Your voice. Your final say. Review, edit, and post from your own account.
A fictional bookkeeping lead. Inspect the source, team context and next move without changing any account data.
“Can anyone recommend a bookkeeper who knows Shopify? We spend days matching payouts to orders.”
Why it fits: the store owner’s problem matches your payout-reconciliation offer.
Keep the source and note beside the next stage. Choose a follow-up date when you have a reason to return.
Won records a customer-reported outcome with an amount, currency and date.
The included lead’s available source, stated need and offer fit stay connected to its working record. Add the owner, tags, notes, stage and follow-up your team needs for the next move.
Source evidence, optional lookup findings and facts someone adds are different kinds of context. Inspect the available provenance and original link instead of treating every field as a verified fact.
Choose an authorized member of the lead’s brand, record the next stage and add a useful note or follow-up date. Check the saved result so the teammate receives the current context.
Keep the current record and inspect the saved result before repeating work. A stale version, missing edit permission or failed record needs its own recovery.
Bulk updates report individual results. Check which records were saved and which failed, especially across multiple brands.
Sales change history identifies the actor and recorded change. Undo the latest eligible change when that control is available and your role permits it.
Keep the person’s need, your team’s plan and the original evidence connected as the conversation progresses.
Assign the lead to a member of its authorized brand. Ownership records who is handling the work; contact and outcome have their own recorded state.
Use the actual sales stages and a follow-up date for the work ahead. A scheduled next step remains distinct from an email or a social posting action.
Add the relevant tag and note, preserve the source link and inspect the fit. Your teammate can understand the record before asking Scout for another action.
Current brand access governs which records you can read and change. Assignment chooses an authorized teammate; it does not grant a new person access to the brand.
Choose whether a note is personal or shared. Optional team fit feedback adds your perspective while Scout keeps its own lead checks.
Owner: your bookkeeping teammate
Owner: your cycling-store teammate
Sales history identifies the actor and change. Use eligible latest-change undo when offered. A bulk action reports each saved or failed record so you can recover the affected work.
Answers to help you decide and take the next step.
Scout finishes its qualification before presenting a vetted conversation as a lead. Pipeline context organizes your own next move. Optional team fit decisions record your perspective alongside that assessment.
The current stages are To contact, Contacted, Conversation, Follow-up, Won and Lost. A record can also have no sales stage. These describe your team’s progress and remain separate from Scout’s Strong match qualification.
A reported win requires an amount, currency and date. It records the customer’s report of that outcome. It is not proof that Scout independently verified a sale or generated a measured revenue result.
Choose Private, only me for a personal note or Shared with this brand’s team for a shared note. Check the selected visibility before adding the note.
Use the brands and records your current role authorizes. Reading, sales editing, exports and metered actions have separate capabilities. Choose the correct brand before changing ownership or sharing context.
The date records the team’s next step. Any connected workflow follows its activated rule and controls. Individual Gmail emails need their own recipient, content and timing approval; social replies are reviewed and posted by you.
Add an optional Good fit, Not a fit or Needs review decision with a reason. Your feedback can guide campaign preferences. Scout still finishes its own need, fit and source checks.
Use Undo latest change when the record’s sales history offers it and you have editing access. Eligibility depends on the current version and action. The control applies to the latest eligible record change.
Inspect the per-record result. Saved and failed records are reported separately, and failed selections remain available to correct or retry. Check current brand access and record state before repeating the affected change.
The record distinguishes an available, deleted, expired or unavailable source. Some original source details can no longer be shown. Inspect that state and the permitted saved context before requesting a fresh reply or lookup.
Start with the original need and offer fit. Keep ownership and the next step beside it.
