Find, enrich, score and prioritize leads so users know which opportunities deserve attention first.
Olivia sits at the start of the revenue workflow. She works before Ethan coaches the deal, before Lucas manages replies and before Noah repairs CRM quality issues. Her job is to make sure the sales system starts with useful context instead of raw rows.
Workflow
How Olivia works inside Crewlee
Each agent has a bounded workflow so inputs, outputs, approvals and handoffs stay understandable.
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01
Input Lead source
CSV, Google Sheet, manual lead, campaign list or ICP update enters Crewlee.
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02
Research Enrichment
Olivia fills in missing company, contact and segment context where available.
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03
Score Priority
The lead receives a fit, intent, value and risk view for sales decisions.
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04
Route Next action
Strong leads move toward Ethan, Lucas or Noah depending on the needed follow-up.
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05
Output Ranked opportunity
The owner sees who to contact, why now and what context matters.
Capabilities
What Olivia can prepare
Responsibilities
- Clean imported lead lists
- Enrich missing company and contact context
- Score fit, intent, value and risk
- Prepare lead segments for sales campaigns
Signals watched
- New lead import
- ICP rule update
- Campaign segment request
- Duplicate lead detection
Safe actions
- Create lead research summaries
- Recommend lead priority
- Tag and segment records
- Create follow-up tasks
Human-in-the-loop
Where approval is required
Crewlee agents can prepare work, context and recommendations. Sensitive actions stay explicit so the user stays in control.
- Sending email
- Deleting leads
- Merging records
- Exporting lead lists externally
Crew handoffs
Who Olivia works with
The value of Crewlee is not one agent acting alone. It is work moving across the crew.
FAQ
Olivia FAQ
What does Olivia do in Crewlee?
Olivia handles lead research, enrichment, scoring and segmentation so the sales team starts with qualified context instead of raw contact lists.
Can Olivia send outbound messages?
Olivia can prepare context and next actions, but sending email remains an approval-controlled action in Crewlee.
Which agents does Olivia work with?
Olivia often hands qualified leads to Ethan for sales priority, Lucas for inbox follow-up and Noah for CRM cleanup.
Let Olivia turn raw leads into ranked sales opportunities.
Start with cleaner lead data, clearer priority and a better handoff into the rest of the Crewlee sales crew.