Busa Lead Funnel
v0.1.0
Deal sourcing pipeline for a BD/sourcing team triaging merchant and business financing leads: a kanban board across new/data-verified/scored/term-sheet-ready/rejected stages with deterministic rule-based lead scoring, notes, and stage history — never outreach, term sheets, or money movement
瀏覽不需登入。安裝時需要登入並選擇一個工作區。
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從這句話開始,持續和 Agent 工作
- “Summarize the latest Leads and flag what needs my attention.”
- “Explain how the newest leads were scored and which ones should move to the next stage.”
從下方的請求開始,之後持續向 Agent 提出任務、回饋與調整要求。範本提供背景與工作說明,Agent 操作工作區;你透過介面查看結果、審核變更與回顧。