View, Search, and Create Leads in My Leads

The My Leads list

Column	What it shows
No.	Sequential number of the lead in your list.
Customer Name	Full name of the customer contact.
Phone Number	Customer’s primary contact number.
Campaign Name	The campaign this lead belongs to.
Lead Status	Current status: New, Called, Callback, Completed.
Lead Group	The lead group this contact was imported from.
Agent Name	The agent currently assigned to this lead.
Action	Buttons to view, edit, or call the lead directly.

Search leads

Open the search panel

Click Filters to open the search panel.

Enter search values

Enter any combination of First Name, Last Name, or Phone Number to narrow the results.

Choose a condition

Each field has a condition dropdown that controls how the search matches the value.

Click Search to apply the filters.

Condition options

Condition	When to use it
Contains	You know only part of the name or number (most common).
Does Not Contain	Exclude leads where the field includes this text.
Is Equal To	You know the exact value.
Is Not Equal To	Show leads where the field does not exactly match.
Ends With	Search by the last part of a value (last digits of a number).
Begin With	Search by the first part of a value (a name prefix).

Create a new lead

If a customer contacts you directly and is not yet in the system, add them manually.

Open the form

Click + Create Lead on the My Leads page.

Fill in the details

Complete as many fields as possible. At minimum, capture the name and phone details.

Save

Click Save to add the lead to your list.

Field	Notes
First Name / Last Name	Customer’s full name. At least one is required.
Phone Code / Phone No.	Country code and phone number. Phone No. is required to make calls.
Gender, Address, City, State	Optional customer details for the CRM profile.
Country, Province, Postal Code	Location information.
Date of Birth	Optional. Used for identity verification in some campaigns.
Email	Customer’s email for follow-up communications.
Alt Phone No.	Alternative number if the primary is unavailable.
Notes	Free-text field for any relevant information.

Always fill in the Phone Code and Phone No. fields. Without them the dialler cannot call the lead.

The My Leads list