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Open any lead from Leads, Today or Search to see its page. Use All leads to go back and Copy link to share it.

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Timeline

Everything that’s happened with the lead, newest first. Each entry says who did it:
  • Your team: for example “Called, no answer”.
  • From us: for example “Text · We tried to call · Delivered”.
  • “They called your line”: the lead rang back.
  • “Call transferred to you”: we connected the lead to your team.
Entries with a recording have a Play button. Your team’s most recently logged call can be undone from here.

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About the lead

What the lead told us. Each answer from their enquiry form is shown next to anything they said on a call. Links like ▸0:30 jump straight to that point in the recording.

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Contact info

How to reach the lead, as they gave it to us.

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The side panel

The panel also has the lead’s actions:
  • Call ▾ (D): call the lead from Desk. See Making calls.
  • Log call (L): record a call you made another way. See Logging calls.
  • Copy number (C).