For sales leads

If you run a sales team — three reps, twenty reps, doesn't matter — your day probably looks something like this: ping reps for updates, copy-paste numbers into a sheet, present a pipeline review on Friday that's two-thirds aspiration.

thola changes the shape of that day. The pipeline updates itself. The deals call attention to themselves when they need it. You spend Friday actually coaching, not reconciling.

This page is the fastest way to set that up.

What you'll do in the first hour

1. Import your leads (10 minutes)

Open thola, drop in a CSV or Excel of your current leads. Include whatever you have: name, phone, source, owner, status, value, last contact date.

thola previews what it found, flags duplicates, asks you to confirm. After confirmation, every lead is in your CRM with a clean record.

→ See: Import your leads

2. Set up your pipeline stages (5 minutes)

The defaults are New → Qualified → Proposal → Negotiation → Won. If your business uses different language ("Discovery", "Demo Booked", "POC Approved"), edit them now under Settings → Sales → Pipeline stages.

A practical rule: 5 to 7 stages, no more. The funnel math gets noisy beyond seven.

3. Assign your team (10 minutes)

Invite your reps under Settings → Members. Give each one the Sales (Staff) role by default — they'll see their own leads and pipeline, not the whole workspace's.

If you want to see who's doing what at a glance, ask the Planner in chat:

Show me each rep's pipeline by stage.

You'll get a table within seconds. No more "let me put together a deck."

4. Turn on autopilot for lead assignment (5 minutes)

If you have more than one rep, the most-asked-for feature is automatic lead routing. thola ranks every incoming lead as simple / mid / complex and routes complex leads to your most experienced rep.

It's a two-step flow — thola previews the assignments before committing. You can override per lead.

→ See: Assign leads to your team

5. Ask the Planner one question (5 minutes)

Try this prompt:

Which deals are at risk of slipping this month?

You'll get back a list of deals that haven't moved in 7+ days, ordered by value at risk. Each one has a one-line diagnosis and a suggested next action.

Welcome to your new Friday pipeline review.

The four recipes that will save your week

Sales leads on thola tend to settle on these four flows:

What the Sales agent actually does for you

Three concrete things you'll feel:

It never forgets a deal

Every deal has an "age in stage" timer that the Sales agent watches. The instant a deal goes 14 days without movement, it surfaces in your Red Flags. Not in a report you have to ask for — on Home, on Friday morning, in your face.

It catches the soft churn

Deals that look fine but have stopped talking to you (no calls, no emails, no replies) get a separate flag — "soft churn risk." Reps tend to misread these as "the customer is still thinking." The data usually says otherwise.

It writes the awkward email for you

The follow-up message no rep wants to write — "hey, it's been three weeks, are you still interested?" — the Sales agent will draft for you, in the customer's language, in your team's tone. You preview, you edit, you send. Five seconds instead of fifteen minutes of staring at the cursor.

What sales leads tend to ignore (and shouldn't)

• Lead quality score — every incoming lead gets a 0–100 score based on industry, size, source quality, and timing. Reps love to chase the new shiny lead. The score helps you tell them which ones actually deserve the time.
• Source ROI — which lead source converts best for us? You probably guess. thola can show you, with last-90-day data, in 10 seconds.
• The customer-conversation tag — every customer interaction the Sales agent sees gets tagged (thrilled, confident, confused, disappointed, leaving). Ratios over time are a leading indicator of PMF for your segment. Quietly more useful than NPS.

A note on autopilot

We default the automatic lead assignment to on for new workspaces. We do this because the win rate from autopilot routing beats manual routing across nearly every customer we've measured — usually by 8–15% on conversion.

If your team would prefer fully manual assignment, you can switch it off under Settings → Sales → Autopilot. The rest of the product works the same.

Where to go next

• Land on something specific you need to do today? Sales recipes.
• Want to understand the Sales score's methodology? Reference → Sales scoring.
• Want to bring more people in? Invite teammates.

You'll find your rhythm in the first two weeks. We've watched a lot of sales leads do this — it lands.