← All projects

Prospect Dashboard

active

Next action

Jimmie answers Loom 7 audit questions (channel mix, current tracking, active prospect count, sales stages, access, dashboard behavior, stale-lead history); then Atlas drafts schema.

Atlas-native prospect pipeline for J2 (B2B, ~5-25 active prospects). Loom scoped 2026-05-19, recommending in-Atlas build vs SaaS CRM. Inbound capture seam by Riv (Gmail via Echo, LinkedIn via Vox). Atlas builds the schema and dashboard.

Owner: loom
Touched: 5d ago
Started: May 19, 2026

Timeline (1 event)

  1. file addedMay 19, 2026 · atlas

    Backfilled to projects wall. Deliverable: Team Inbox/2026-05-19 - Loom - Prospect Dashboard Scoping.md