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The Leads page lists every lead we’ve delivered to you. Its summary reads like “All time · 120 leads · 64 reached · 18 appointments”.

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The panel

At the top are three figures your team chose, such as cost per appointment, time to first contact or leads delivered. Change them in Settings → Panel. Below the panel you’ll see one of two breakdowns, depending on your account:
  • Where these leads stand: how far each lead has got.
  • Your CRM stage: how your CRM reports them, if it reports back to us.
Press any row or bar to filter the list to those leads.

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Needs first call and All leads

Two tabs sit above the table:
  • Needs first call: leads nobody has reached yet. The tab shows how many there are.
  • All leads: everything in the period.

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The leads table

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Status examples

  • “No answer · 2 calls, 9:40 AM”
  • “Call back Thu 2:00 PM”
  • “Passed to sales, 9:24 AM”
  • “Survey booked for Fri 10:00 AM”
  • “Tried 6 times · no answer”
  • “Suggested · Call back Thu 2:00 PM”: suggested by Desk from the call, not yet confirmed by your rep. See From the call.
  • ”· Credited”: we’ve waived the charge for this lead. See Billing.

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Working through the list

Call appears only if your organisation calls leads from Desk. See Making calls.

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If you can’t see any leads

If your organisation uses teams, you only see leads shared with your teams. If you’re not on a team you’ll see “No leads are shared with you yet. Ask your manager to add you.”