How to move leads through your BD pipeline on the board
Track every lead on a Kanban board, email them with an AI-drafted message from the card, and move them stage by stage from outreach to won.
Ask AI about this
Every lead in Recruitly sits on a stage of your BD pipeline. The Kanban view shows them all at once, and you move a card as the conversation moves: an email out, a reply back, a confirmation, a win.
Watch it on Recruitly Play (2 min 26 s), part of the Win clients series.
Email a lead from the board
- Open the lead and click the envelope icon, then pick their email.
- Give AI a short prompt and it drafts the email, with the first name and your signature already in.
- Check the live preview, or ask AI to rewrite it.
- Send now, or add a follow-up task if you want a reminder.
Every email sent and received is logged on the lead, so the reply shows up there too.
Move the lead stage by stage
Drag the card to Outreach while you wait for the reply, then to Won once the lead confirms. See the sales CRM and prospecting pages.
Can AI write my business development emails?
Yes. Give it a short prompt from the lead and it drafts the email with their name and your signature, ready to check and send.
Where do I see the emails I have sent a lead?
On the lead's record, where every sent and received email is logged.