> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View, Search, and Create Leads in My Leads

> My Leads is your personal contact list. Search by name or number, filter with condition operators, and create new leads on the fly.

**My Leads** is your personal list of customer contacts assigned to you in the current campaign. You can view, search, filter, and manually create leads from this screen. Open it from the left navigation menu.

## 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

<Steps>
  <Step title="Open the search panel">
    Click **Filters** to open the search panel.
  </Step>

  <Step title="Enter search values">
    Enter any combination of **First Name**, **Last Name**, or **Phone Number** to narrow the results.
  </Step>

  <Step title="Choose a condition">
    Each field has a condition dropdown that controls how the search matches the value.
  </Step>

  <Step title="Search">
    Click **Search** to apply the filters.
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Open the form">
    Click **+ Create Lead** on the My Leads page.
  </Step>

  <Step title="Fill in the details">
    Complete as many fields as possible. At minimum, capture the name and phone details.
  </Step>

  <Step title="Save">
    Click **Save** to add the lead to your list.
  </Step>
</Steps>

| 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.                       |

<Tip>
  Always fill in the **Phone Code** and **Phone No.** fields. Without them the dialler cannot call the lead.
</Tip>