Leads

Manage sales leads locally. Use when adding prospects, scoring leads, setting follow-ups, tracking conversions, or viewing funnels.

Leads — Sales Lead CRM

Manage sales leads through their lifecycle: add, score, follow up, convert, and report on your pipeline.

Commands

add — Add a new lead

bash

bash scripts/script.sh add "<name>" "<email>" "<company>" "[source]"

Creates a new lead with status new. Source defaults to direct.

list — View leads

bash

bash scripts/script.sh list [status] [--sort score|date]

Lists all leads, optionally filtered by status (new, contacted, qualified, converted, lost). Sort by score or date.

score — Score a lead

bash

bash scripts/script.sh score "<lead_id>" <points> "[reason]"

Assigns or adds score points to a lead. Score range: 0–100. Higher = more likely to convert.

follow-up — Set follow-up reminder

bash

bash scripts/script.sh follow-up "<lead_id>" "<YYYY-MM-DD>" "<note>"

Schedules a follow-up action for a lead on the specified date with a note.

convert — Mark lead as converted

bash

bash scripts/script.sh convert "<lead_id>" "[deal_value]"

Changes lead status to converted and optionally records deal value.

pipeline — Sales funnel report

bash

bash scripts/script.sh pipeline [YYYY-MM]

Shows a funnel breakdown of leads by status with counts and conversion rates. Defaults to current month.

Output

All commands print plain text to stdout. Data is stored in ~/.leads/leads.json.

Requirements

• bash 4+
• python3 (standard library only)

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