Who's in your system and where each person stands. Everything that acts on these people lives in Automation OS.
Where everyone is right now
1 — New leads
7
people
They signed up for something and haven't engaged since.
Your goal: Welcome them and start the conversation.
Handled by Welcome Email in Automation OS2 — Engaged
4
people
They've opened or clicked something you sent.
Your goal: Build trust, then make the offer.
Handled by Follow-Up Sequence in Automation OS3 — Customers
0
people
They've bought from you.
Your goal: Deliver the result, then keep them.
No agent handles this stage yet — send to the Customers audience from Email Broadcaster.0
Customers still active
0
Customers gone quiet
0
Clicked in last 90 days
0
Not being emailed
Everyone in your system
| Name | Came in from | Stage | Emails | Clicks | Last email | Joined | |
|---|---|---|---|---|---|---|---|
| Dev Patel | dev.patel@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 29, 2026 |
| Isha Gupta | isha.gupta@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 27, 2026 |
| Karan Malhotra | karan.malhotra@example.com | The 10-point brand checklist via Asha Rao | Engaged | 0 | 0 | never | Oct 25, 2026 |
| Meera Pillai | meera.pillai@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 23, 2026 |
| Vikram Nair | vikram.nair@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 21, 2026 |
| Ananya Das | ananya.das@example.com | The 10-point brand checklist via Asha Rao | Engaged | 0 | 0 | never | Oct 19, 2026 |
| Sameer Joshi | sameer.joshi@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 17, 2026 |
| Kavya Reddy | kavya.reddy@example.com | The 10-point brand checklist via Asha Rao | customer | 0 | 0 | never | Oct 15, 2026 |
| Arjun Iyer | arjun.iyer@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 13, 2026 |
| Neha Kapoor | neha.kapoor@example.com | The 10-point brand checklist via Asha Rao | Engaged | 0 | 0 | never | Oct 11, 2026 |
| Rohan Shah | rohan.shah@example.com | The 10-point brand checklist via Asha Rao | New lead | 0 | 0 | never | Oct 9, 2026 |
| Priya Menon | priya.menon@example.com | The 10-point brand checklist via Asha Rao | Engaged | 0 | 0 | never | Oct 7, 2026 |
Stages move forward automatically when a FluentCRM-tracked email is opened or clicked. To move someone by hand, or to tag them, use your captured-leads list in Lead OS.
Your audiences
You don't create these — they're worked out from what the system already records, and they're current every time you look. Every agent can send to any of them.
Everyone
12
Everyone
Every person you have captured.
0
Newsletter subscribers
Nobody has subscribed on your newsletter page yet.
By stage
7
New leads
Signed up, haven't engaged yet.
4
Engaged
Opened or clicked something you sent.
0
Customers
No purchases recorded yet.
11
Haven't bought yet
New leads and engaged people together — everyone still to convert.
By behaviour
0
Clicked something recently
No tracked link clicks recorded in the last 90 days. Links only count if they were sent through this plugin.
12
Never clicked anything
No tracked click, ever. Worth a different approach.
0
Customers gone quiet
No customers have gone quiet — either you have no customers yet, or all of them have heard from you recently.
By lead magnet
12
The 10-point brand checklist
Everyone who downloaded this.
Your tags
Optional. A tag is the one thing the system can't work out for you — your own judgement about someone ("good podcast guest", "met at a conference"). Everything behavioural is already an audience above, so you can run the whole product without ever making one.
How to use one: create it here → apply it to specific people from your captured-leads list in Lead OS → it shows up as an audience above and in every agent's "Send to".
Want something else tracked here?