Work with the Leads screen

The Leads screen shows every lead across all your campaigns, with each one's full call history.

1. Go to Leads.
2. Type in Search name, company or phone to find someone.
3. Use the All statuses list to show one status only.
4. Click a lead to open it.

The open lead shows Name, Company, Phone, Campaign, Status and any notes, the next step from Follow-ups, and a Call history. Each call shows its outcome, talk time and summary, a recording player if recordings are on, and a Transcript button.

Statuses

• Queued: waiting for its first call.
• Calling: on a call right now.
• Retry: waiting for its next try.
• Done: finished.
• Skipped: not called, for example because the number is on your do-not-call list.
• Blocked: stopped before dialing.

Adding, removing and exporting

You add leads on a campaign, not here. See "Add leads with a list or CSV." To remove a lead, open its campaign and click Remove next to it. Lead details can't be edited after they're added.

Click Export CSV to download the leads that match your current search and status filter.

If a lead asks not to be called again, their number goes on your do-not-call list and is never dialed again. See "Stop requests and do-not-call."

Still stuck? Talk to a person.