Operator Workflow
Board → Lead Detail → Edit Message → Approve Review → Ready To Send → Send → Tracking.
Scoped to search_id=100: Financial Advisor in Moose Jaw
Lead Review Board
This board is the only production operator workflow. Cards open the canonical lead detail, message editor, evidence, review, outcome tracking, and send-readiness state without creating a second path.
Learning Inventory
Ready Now
0
Archived Ready
2
Meetings
1
Proposals
1
Customers Won
1
Active Experiments
0
Needs Approval
0
Review not yet approved. Send approval remains separate.
No leads in this column.
Minor Review
0
MINOR_REVIEW messages that still need operator judgment.
No leads in this column.
Ready To Send
0
review_status=approved and approved_for_send=1, unsent, active leads.
No leads in this column.
Sent / Tracking
4
Sent, opened, replied, bounced, or unsubscribed.
DLSolutions
Moose Jaw • office@dlsolutionsforyou.com
#817
weak trust signals
Approved
Elite
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
Athabasca Financial Ltd
Moose Jaw • ins@athabascafinancial.ca
#812
weak trust signals
Approved
Strong
Cannot Send
Safe
Sent
Prior Sent 1
Next Action: Already Sent
IG Wealth Management
Regina • shconte@ig.ca
#768
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 3
Next Action: Already Sent
Leipert Financial Group - Financial Advisors Regina
Regina • info@leipertfinancial.com
#729
weak trust signals
Approved
Elite
Cannot Send
Safe
Opened
Prior Sent 2
Next Action: Already Sent
Select a lead card to open the existing detail view, message editor, evidence, and review controls.