Lead list fields
Toolbar actions
Related
Lead Groups
Organise leads into batches for campaigns.
Custom Fields
Extend the lead schema with your own fields.
Follow Up
Manage scheduled callbacks.
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
The Leads screen is the central contact list. Import, filter, batch-update, and export lead records with full disposition and status history.
| Field | Description |
|---|---|
| Name | Full name of the lead contact. |
| Phone Number | Primary contact number the dialer uses for outbound calls. |
| Campaign | Outbound or blended campaign this lead is assigned to. |
| Lead Group | Batch group the lead belongs to. |
| Status | Lead lifecycle: New, Contacted, Callback, Converted, DNC, Exhausted. |
| Last Disposition | Most recent outcome code applied by an agent. |
| Actions | View history (eye), view timeline (clock), edit (pencil), delete (bin). |
| Action | Description |
|---|---|
| + Create Lead | Open a form to enter a single new lead manually. |
| Batch Update | Bulk-modify status, campaign, or lead group for a selected set. |
| Delete | Permanently remove selected records (cannot be undone). |
| Filters | Multi-criteria filter by campaign, group, status, date, agent. |
| Export | Download the filtered set as CSV. |
| Import | Upload a CSV of new leads matching the mapping template. |
| Column Mapping | Configure which custom and standard fields display as columns. |
