Leads

A simple daily queue for choosing the next lead to call, text, email, research, or follow up with.

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BOS Leads Assistant

Prioritize daily lead work, spot missing next actions, connect leads to Work Centers, and decide who needs follow-up first.

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Leads due now

Cameron Thorn

Test Partner Organization

Opportunity: Test Partner Organization

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Email sent · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 3

Next follow-up: Jun 8, 2026

Next Action

TESTING IF NOTE IS EDITABLE

Details

Due: 2026-06-08

TEST

Last touch: Email sent · Jun 11, 7:21 PM

Cameron Thorn

TEST2

Opportunity: TEST2

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Email sent · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 3

Next follow-up: Jun 3, 2026

Next Action

Follow up: No answer

Details

Due: 2026-06-03

TEST

Last touch: Email sent · Jun 11, 1:15 AM

John Smith

ARM Local Prospect

Opportunity: ARM Local Prospect

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Note added · Jun 10

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Jun 9, 2026

Next Action

TEST: seeing if task on contact appears on lead and organization

Details

Due: 2026-06-09

TASK ACROSS CONTACT LEAD AND ORG

Last touch: Note added · Jun 10, 6:30 PM

John Smith

No organization assigned

Opportunity: TEST CHURCH 1

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Task updated · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Jun 2, 2026

Next Action

TEST TASK

Details

Due: 2026-06-02

TESTING CALENDAR INTEGRATION; can this edit in tasks

Last touch: Task updated · Jun 11, 8:14 PM