{{ t.msg }}

InvestorConnectAI

Lead Management Dashboard

ICAI Dashboard

Total Leads

{{ stats.total_leads }}

Hot Leads

{{ stats.hot_leads }}

Emails

{{ stats.total_emails }}

Pipeline

${{ (stats.pipeline_value||0).toLocaleString() }}

Recent Leads

{{ l.name || 'Unnamed' }} {{ l.temperature }}

No leads yet

Quick Actions

Name Email Company Temp Status Source Added
{{ lead.name || 'Unnamed' }} {{ lead.email }} {{ lead.company || '-' }} {{ lead.temperature }} {{ lead.status }} {{ lead.source || '-' }} {{ fmtDate(lead.created_at) }}
No leads found
Page {{ leadsPage }}
Direction Subject From/To Status Date
{{ em.direction === 'incoming' ? 'IN' : 'OUT' }} {{ em.subject || '(no subject)' }} {{ em.direction==='incoming' ? em.sender_email : em.recipient_email }} {{ em.status }} {{ fmtDate(em.created_at) }}
No emails found

Email Sequences

{{ seq.name }}

{{ seq.description }}

{{ seq.status }}

{{ (seq.steps || []).length }} steps

{{ seq.enrollment_count || 0 }} enrolled

No sequences yet

{{ editingSequence.status }}

Steps

{{ idx + 1 }}

No steps yet

Enrollments ({{ seqEnrollments.length }})

Lead Current Step Status Next Send Actions
{{ enr.lead_name || 'Unknown' }} Step {{ enr.current_step + 1 }} of {{ seqSteps.length }} {{ enr.status }} {{ enr.next_send_at ? fmtDate(enr.next_send_at) : '-' }}

No leads enrolled yet

{{ editingLead ? 'Edit Lead' : 'Add New Lead' }}

{{ selectedLead.first_name }} {{ selectedLead.last_name }}

{{ selectedLead.email }}

Company: {{ selectedLead.company || '-' }}
Title: {{ selectedLead.title || '-' }}
Phone: {{ selectedLead.phone || '-' }}
Source: {{ selectedLead.source || '-' }}
Temp: {{ selectedLead.temperature }}
Status: {{ selectedLead.status }}

Notes

{{ selectedLead.notes }}

Interactions

{{ i.interaction_type }} {{ fmtDate(i.created_at) }}

{{ i.notes }}

Outcome: {{ i.outcome }}

No interactions yet

Emails

{{ em.subject || '(no subject)' }} {{ em.direction === 'incoming' ? 'IN' : 'OUT' }}
{{ fmtDate(em.created_at) }}

No emails yet

Log Interaction

Compose Email

{{ selectedEmail.subject || '(no subject)' }}

To: {{ selectedEmail.recipient_email }} From: {{ selectedEmail.sender_email }}

{{ selectedEmail.direction }} {{ selectedEmail.status }} {{ fmtDate(selectedEmail.created_at) }}
{{ selectedEmail.body_text }}

No content

Enroll Leads

Select leads to enroll in "{{ enrollSequence ? enrollSequence.name : '' }}"

{{ lead.name || lead.first_name + ' ' + lead.last_name }} {{ lead.email || 'no email' }}
{{ lead.temperature }}

No leads found

{{ enrollSelectedIds.length }} selected

Email Preview

Subject: {{ previewingStep.subject }}

Total Scouts

{{ scoutStats.total_scouts }}

Active Partners

{{ scoutStats.active_partners }}

Needs Attention

{{ scoutStats.needs_attention }}

Tier Mix

{{ t }}:{{ cnt }}

Scout Pipeline

{{ stage.replace('_',' ') }}
{{ scoutPipeline[stage] || 0 }}
Handle Platform Tier Stage Followers Eng % Score Interactions Last Contact
@{{ s.handle }} {{ s.platform }} {{ s.tier }} {{ s.relationship_stage.replace('_',' ') }} {{ (s.follower_count||0).toLocaleString() }} {{ s.engagement_rate }}% {{ s.composite_score.toFixed(1) }} {{ s.interaction_count }} {{ s.last_interaction ? fmtDate(s.last_interaction) : 'never' }}
No scouts found

Add AlphaScout

@{{ selectedScout.handle }}

{{ selectedScout.display_name }} · {{ selectedScout.platform }}

{{ selectedScout.tier }} {{ selectedScout.relationship_stage.replace('_',' ') }} DISQUALIFIED Verified

Followers

{{ (selectedScout.follower_count||0).toLocaleString() }}

Eng Rate

{{ selectedScout.engagement_rate }}%

Composite

{{ selectedScout.composite_score.toFixed(1) }}

Bonus Pts

{{ selectedScout.bonus_points }}

4-Criteria Scoring

Reach: {{ selectedScout.reach_score }}/10
Engagement: {{ selectedScout.engagement_score }}/10
Thesis Alignment: {{ selectedScout.thesis_alignment_score }}/10
Content Quality: {{ selectedScout.content_quality_score }}/10

Qualification Result

{{ qualResult.qualified ? 'QUALIFIED' : 'NOT QUALIFIED' }}

  • • {{ f }}

Notes

{{ selectedScout.notes }}

Log Interaction

Interaction History

{{ i.interaction_type }}

{{ i.notes || i.content_summary || '-' }}

{{ fmtDate(i.created_at) }} · {{ i.created_by }}

Total Tasks

{{ kbStats.total }}

In Progress

{{ (kbStats.by_column || {}).in_progress || 0 }}

Completed

{{ kbStats.completed }}

Completion

{{ kbStats.completion_pct }}%

{{ col.label }}
{{ kbCardsByCol(col.id).length }}
{{ card.priority ? card.priority.toUpperCase() : 'P2' }} {{ kbCatLabel(card.category) }}
{{ card.title }}
{{ card.assignee || 'unassigned' }}
{{ card.effort_hours }}h {{ card.tags.length }} tags

{{ kbEditMode ? 'Edit Card' : 'New Card' }}

{{ tag }}