Control what Lead Rescue monitors
Start with simple inactivity rules and private testing. We can make prioritization smarter after we validate the CRM data we receive from the connected location.
Monitoring rules
Choose when an open opportunity should begin appearing in the Rescue Queue.
Days without qualifying CRM activity.
High-intent stages may be elevated sooner.
Approval & notifications
Keep re-engagement controlled while the private MVP is being tested.
Require human approvalRecommended and locked on for MVP.
Daily rescue summaryPrepare a summary of newly detected dormant opportunities.
High-priority alertsNotify when a new high-priority opportunity is detected.
CRM connection
OAuth credentials stay server-side. Disconnect should revoke or remove the stored connection before public release.
Demo workspace
Private test mode · location connection pending