Saved Leads

Managing Your Pipeline

A lightweight CRM for social leads — from new find to closed deal.

Saved Leads is where the posts you've bookmarked live. It's a simple pipeline with four stages, plus notes, tags, and DM drafting built in. It's not a full CRM — it's designed to be the bridge between social listening and your actual outreach tool.

The Saved Leads page showing a list of lead cards, each with the author, post excerpt, relevance score, intent badge, status badge (new/contacted/closed/dismissed), and action buttons — Each lead card shows the post's key signals and its current pipeline stage.

Pipeline stages

New

Just saved

Contacted

DM sent

Closed

Converted

Dismissed

Not a fit

Move leads forward as you take action. Dismissed archives without deleting.

Notes and tags

Add free-text notes to any lead — conversation context, follow-up reminders, anything. Tags are short labels (e.g. "agency", "high-budget", "follow-up-Q2") that let you filter and group leads however makes sense for your workflow.

Drafting a DM

Click "Draft DM" on any saved lead. WireTrap finds the sample DM in your Brief that matches the post's intent, then generates a new message in the same voice adapted to this specific post. You see a draft and a rationale explaining the approach.

The DM draft panel showing a generated DM, the AI's rationale for its approach, and buttons to copy the draft and mark it as sent — Review the draft and rationale before copying. Click "Mark as sent" to log that you've sent it.

WarningDM drafting requires sample DMs in your Brief that match the post's intent category. If drafting is unavailable for a lead, check that you have a sample DM for that intent type.