Leads

Leads is the CRM for one campaign: every contact that came in, what the agent did with them and how each conversation ended. Where those contacts come from is set up separately, in Source.

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The list

Each row is one lead: name, status, number of calls, when something last happened and when the lead was added. Click a row to open the lead card.

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Statuses

• New: in the campaign, not called yet.
• In progress: the sequence has started, the agent hasn’t reached a verdict yet.
• Qualified: the agent decided the lead is interested.
• Disqualified: the conversation happened, but there was no interest.
• No contact: nobody picked up.

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Finding leads

• Search: by name, email or phone number.
• Filter: narrow the list down to one or more statuses.
• Sort: by lead, number of calls, last activity or date added. Click a column header to flip the direction.

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Working with several leads at once

The checkbox on the left of each row (and the one in the header, which selects everything) lets you act on a group of leads at once. Export downloads the list as a file, so you can hand it to a salesperson or move it into another system.

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The lead card

The left-hand column holds everything about the person: status (click it to change it by hand), quick actions (Note, Email, Call, More), plus tags, contact details and Lead interest. In the middle there are three tabs:

• Dashboard: the campaign sequence for this lead (what has run, what is still scheduled), your notes, and Form data: everything the source sent along with the contact, including your own custom fields.
• Notes: the full history of notes on this lead.
• Sent emails: every follow-up email that went out.

On the right, Stats counts calls, SMS, emails and answered calls for this lead, and Recent actions lists what happened most recently.