Leads: statuses, SLA, nurture & enrichment

Everything that happens to a lead between arriving and becoming a customer — and the machinery that makes sure none of it depends on somebody remembering.

The Leads page

Leads (sidebar) lists every lead across your ventures: filter by venture, status, source, owner and date; sort any column; search by name, email or company. Click a row to open the lead's own page — notes, follow-ups, emails, related records, and quick actions.

Adding a lead by hand

Most leads arrive on their own (forms, email, connectors, the agent). To add one yourself:

1. Click + (Quick create) in the top bar.
2. Choose New lead.
3. Pick the Venture and fill in the Email (both required), plus name, phone, company and notes if you have them.
4. Click Create. The lead appears on Leads right away.

Statuses — yours to define

Leads → Manage statuses lets you rename, recolour, reorder, add and remove statuses. Three are locked (renameable, not removable) because the product reads meaning into them:

• Converted — the lead became a customer.
• Lost — closed out.
• Spam — see below.

Spam

Spam is a status, not a deletion: marked leads leave the working list (filter Status → Spam to review them) but keep their history.

The filter learns two ways:

1. Your blocklist (Leads → Spam rules): block an email address, a whole domain, or a source. Anything matching arrives already marked, with the rule named on the lead. Marking a lead as spam on its page offers to add the rule for you.
2. Source reputation: when most of a source's recent leads (at least 5 in 90 days, 60%+) were marked spam by you, its next leads arrive flagged — with the ratio spelled out, so you can disagree. Unmark some and the source recovers.

Throwaway inboxes (mailinator and the like) are flagged outright. A status a person set by hand is never overruled.

Response-time SLA

Per venture, in the venture's Settings tab: Lead response time. Set it to e.g. 4 hours and any lead nobody contacted within the window is flagged — once — in Triage, and on the Leads page (an SLA breached chip, and a red clock on the row until someone makes contact).

"Contacted" means any of: an email sent to the lead, a logged call/meeting/ email note, the status leaving New, or a task about the lead completed.

Nurture sequences

Nurture (sidebar) holds your standing follow-ups. A sequence is a series of timed steps for one venture — send an email, create a task, notify the owner — with rules for who enters and when it stops.

"No reply in 3 days → follow up" is one sequence with two steps: enroll when a lead arrives, email now, wait 3 days, email again.

A sequence stops itself the moment the lead replies, converts, is lost, is marked spam, or unsubscribes — checked again right before every send, so the machine never emails someone who already answered. Every email carries an unsubscribe link automatically.

Emails send only during business hours (Mon–Fri 9:00–18:00, your timezone) by default, from your branded sender. Each lead's page shows where it stands in a sequence, with a button to take it out.

Personalising with tags

Write a tag in a subject or body and each lead gets their own version:

Tag	Becomes
	The lead's first name — Jane
	Their full name — Jane Doe
	Their company — Acme Inc
	Your venture's name
	Their email address

So "Hi , thanks for reaching out to " sends as "Hi Jane, thanks for reaching out to Acme SaaS". A lead with no name gets "there" instead — never a blank. The chips under each email step insert the tags for you.

Trying a sequence out

1. Create the sequence, tick Active, keep the trigger when a lead arrives.
2. Add a lead in that venture with your own email address (venture → Leads tab → Add, or submit your own public form).
3. The first step sends on the next 15-minute cycle — within the business-hours window, so untick that first if you're testing at night.
4. Watch the lead's page: the Nurture chip shows the step advancing, and the sequence's card on the Nurture page counts it under active.
5. Reply to the email: on the next cycle the enrollment exits as replied — this requires a connected mailbox (Settings → Email) so Kordox sees the reply. Without one, the other exits (status change, unsubscribe) still work.

Enrichment

Lead Engine → Integrations → Lead enrichment fills in a lead's industry, company size, location and LinkedIn from its email domain, automatically on arrival. You bring an API key from Apollo.io or People Data Labs (both have free tiers); what the person typed in a form is never overwritten.

Free-mail domains (gmail, outlook…) are never looked up, answers are cached so repeat domains cost nothing, and the monthly cap you set is a hard stop with a visible counter.