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Lead Loft: Pipeline management and lead tracking

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Demo summary

Walks through the CRM pipeline view, showing how to filter deals by status and owner to manage follow-ups.

All demos from “Cognism Review & Demo

  1. 1:020:34Automated prospecting with AI agentsDemonstrates how to use an AI prospector to find VPs of Sales in San Francisco with specific headcounts using natural language prompts.Lead LoftAutonomous AI SDR
  2. 1:330:54Build a multichannel AI playbookShows the generation of a multichannel sequence including email, LinkedIn steps, and cold calling tasks using AI.Lead LoftMultichannel (email+LI+call)
  3. 2:570:45Pipeline management and lead trackingCurrentWalks through the CRM pipeline view, showing how to filter deals by status and owner to manage follow-ups.Lead LoftSync leads to CRM
  4. 3:410:22Enrolling leads in follow-up playbooksDemonstrates selecting deals in the CRM and enrolling them into an automated follow-up playbook.Lead LoftBuild a cold-email sequence
  5. Watch “Cognism Review & Demo” →

Sync leads to CRM

  1. 2:570:45Pipeline management and lead trackingCurrentWalks through the CRM pipeline view, showing how to filter deals by status and owner to manage follow-ups.@leadloft
  2. 3:371:03Managing prospect pipelines in LeadLoftA walkthrough of the LeadLoft pipeline view showing how to track prospect status, view contact information, and manage outreach steps.@leadloft

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