Lead Review Board

Board-first operator workflow for review, approval, send readiness, and tracking.

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.
Board View

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

43
Sent, opened, replied, bounced, or unsubscribed.
Vision Accounting Professional Corporation, Chartered Professional Accountant
Calgary • info@visionaccounting.ca
#1170
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Cascade Chartered Professional Accountants LLP
Calgary • info@cascadeaccounting.ca
#1166
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Accel Professional Corporation, CPAs
Calgary • info@accelcpa.com
#1148
weak trust signals
Approved Strong Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Calgary Accountant Services
Calgary • info@calgaryaccountantservices.ca
#1146
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Resolve Accounting
Calgary • info@resolveaccounting.com
#1144
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Jensen Chartered Professional Accountants
Calgary • admin@jensencpa.ca
#1137
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Abbadi Professional Corporation (APC)
Calgary • clientcare@abbadicpa.com
#1133
poor above-the-fold structure
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Paul Zober Professional Corporation, Chartered Professional Accountant
Calgary • paul@paulzobercpa.com
#1129
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
M. R. Accounting
Calgary • imtiaz@mraccounting.org
#1128
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Streamline Accounting Professional Corporation
Calgary • info@streamlineaccounting.ca
#1126
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
The Small Business Accountants Ltd
Calgary • info@smallbusinessaccountants.ca
#1123
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Jibe Accounting & Tax Professional Corporation
Calgary • info@jibeaccounting.com
#1116
weak trust signals
Approved Elite Cannot Send Safe Sent Prior Sent 1
Next Action: Already Sent
Myers Tax
Calgary • dustin@myerstax.ca
#1171
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Abacus Online Professional Corporation | Chartered Professional Accountant | Nathan Geib, CPA, CA
Calgary • info@abacusol.ca
#1169
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
InFocus Accountants LLP
Calgary • info@infocusllp.ca
#1168
unclear value proposition
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Pinnacle Accounting & Finance
Calgary • accounting@pinnacleaf.ca
#1167
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Stanley Accounting Professional Corporation
Calgary • info@stanleyaccounting.ca
#1163
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Wiser Accounting Inc.-U.S. and Canadian Tax Services
Calgary • info@wiseraccounting.com
#1162
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Black Wolf Accounting Inc.
Calgary • info@blackwolfaccounting.com
#1160
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Jagdish Chapagain-Accounting
Calgary • jagdish@jc-accounting.ca
#1158
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
WON Accounting - Calgary Small Business Tax Accountant
Calgary • info@won-accounting.com
#1156
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
RK Tax & Accounting Inc.
Calgary • ranjeetcpb@gmail.com
#1155
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Summit Tax & Accounting Services
Calgary • info.summittax@gmail.com
#1153
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Seguro LLP Chartered Professional Accountants | South Calgary Office
Calgary • admin@segurollp.ca
#1152
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
MHU Financial Services Inc.
Calgary • info@mhufinancial.com
#1151
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
SAR Professional Corporation, Chartered Professional Accountant
Calgary • info@saraccounting.com
#1149
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Wilson Wong CPA
Calgary • service@wwongaccounting.com
#1145
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
S & ME Accounting
Calgary • info@sameaccounting.ca
#1134
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
786 Venture Chartered Professional Accountant
Calgary • info@786vcpa.ca
#1130
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Anytime Accounting
Calgary • info@anytime-accounting.ca
#1124
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Blasetti Broyles LLP
Calgary • info@bbbcpa.ca
#1119
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Vertefeuille Rempel Chartered Professional Accountants
Calgary • jrempel@vertrempel.com
#1114
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
R Singh Professional Corporation
Calgary • info@rsinghpc.com
#1110
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
GK Accounting & Tax Services
Calgary • pba.gurvinder@gmail.com
#1109
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Tax Calgary
Calgary • contact@taxcalgary.com
#1107
missing or weak CTA
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Achen Henderson CPAs
Calgary • info@achenhenderson.ca
#1104
poor above-the-fold structure
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
KL Accounting & Tax Associates | Public Business Accountants (PBA)
Calgary • info@klaccounting.ca
#1102
weak trust signals
Approved Strong Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Garg Accounting | Accountant | Financial Consultant in Calgary
Calgary • info@gargaccounting.ca
#1100
weak trust signals
Approved Elite Cannot Send Safe Opened Prior Sent 1
Next Action: Already Sent
Wave Taxes - Tax Preparation, Accounting & Bookkeeping Services
Calgary • info@wavetaxes.ca
#1154
weak trust signals
Approved Elite Cannot Send Safe Unsubscribed Contact Gate: unsubscribe Prior Sent 1
Next Action: Already Sent
Copoint
Calgary • info@copoint.ca
#1141
weak trust signals
Approved Elite Cannot Send Safe Unsubscribed Contact Gate: unsubscribe Prior Sent 1
Next Action: Already Sent
Harpreet Parmar, CPA, CGA
Calgary • hparmar@hppcorp.ca
#1118
weak trust signals
Approved Elite Cannot Send Safe Unsubscribed Contact Gate: unsubscribe Prior Sent 1
Next Action: Already Sent
Sidhu Accounting
Calgary • info@sidhuaccounting.com
#1101
weak trust signals
Approved Elite Cannot Send Safe Unsubscribed Contact Gate: unsubscribe Prior Sent 1
Next Action: Already Sent
ENGAGE Chartered Professional Accountant
Calgary • engagecpa@engagecpa.ca
#1139
poor above-the-fold structure
Approved Elite Cannot Send Safe Suppressed Contact Gate: hard_bounce Prior Sent 1
Next Action: Already Sent
Select a lead card to open the existing detail view, message editor, evidence, and review controls.