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Leads are the core entity in AdaptEngine, representing construction and development opportunities that flow through your pipeline.

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Lead Data Structure

Each lead contains comprehensive project information:

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Core Fields

FieldTypeDescription
idstringUnique identifier
projectNamestringName of the project
companyNamestringDeveloper or owner company
descriptionstringProject description
categorystringProject category/type
statestringUS state location
latitude / longitudenumberGeographic coordinates
constructionStagestringCurrent construction phase
sourcestringLead source/origin

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Enrichment Data

FieldTypeDescription
healthStatus1 | 2 | 31=Healthy, 2=At-Risk, 3=Critical
validationTierstringData verification level
opportunityStrengthstringOpportunity assessment
squareFootagenumberProject size
estimatedValuenumberEstimated project value

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Timestamps

FieldTypeDescription
createdAtnumberCreation timestamp (ms)
updatedAtnumberLast update timestamp (ms)
lastViewedAtnumberLast viewed by user

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View Layouts

AdaptEngine provides four view layouts for browsing leads:

List View

Default card-based listing with search, filters, and quick actions. Best for scanning and detail access.

Table View

Semantic table with configurable columns. Best for comparing multiple leads.

Board View

Kanban-style grouping by pipeline stage, health status, or other dimensions.

Map View

Geographic visualization with marker clustering. Best for location-based analysis.

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Filtering

Filter leads using 16+ categories:
CategoryDescription
searchText search (name, company, description)
categoryProject type
locationUS state
constructionStageConstruction phase
sourceLead source
validationTierData verification level
pipelineStageCurrent pipeline stage
tagsAssigned tags
followingLeads you follow
unassignedOnlyLeads without owner
healthStatusHealthy, At-Risk, Critical
opportunityStrengthOpportunity assessment
updatedWithinRecently updated (days)
minStrategicScoreMinimum score threshold
gonogoStatusGo/No-Go decision
hasGonogoHas Go/No-Go analysis

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Saved Views

Save filter combinations as personal or org-wide views: 
{
  "name": "High Priority California",
  "filters": {
    "location": ["CA"],
    "minStrategicScore": 70,
    "healthStatus": [1]
  },
  "layout": "table",
  "columns": ["name", "score", "stage", "updated"],
  "sortBy": "score",
  "sortOrder": "desc"
}

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Lead Detail Sections

The lead detail view contains 15+ expandable sections:
  1. Pipeline Status - Current stage, history, owner, close date
  2. AI Confidence - Data quality indicators
  3. KPI - Key performance indicators
  4. Strategic Score - AI-generated scoring with breakdown
  5. Validation Assessment - Verification status
  6. Project Description - Core project info
  7. Architect Analysis - Architectural classification
  8. Related Projects - By company, location, or people
  9. Timeline - Key dates and milestones
  10. Signals - AI-generated insights
  11. Go/No-Go - Strategic fit analysis
  12. Zoning - Parcel and zoning data
  13. News & Activities - News monitoring
  14. Tasks - Action items
  15. Key People - Contacts and relationships
  16. Additional Details - Extended fields

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API Endpoints

Leads API

  • GET /api/v1/leads - List leads
  • GET /api/v1/leads/{leadId} - Get lead detail
  • POST /api/v1/leads/{leadId}/following - Follow/unfollow
  • POST /api/v1/leads/{leadId}/views - Record view