Leads management

1 guide and 5 common questions.

Lead capture

Where leads come from

From calls

When a caller shares their details or shows interest, the agent saves them as a lead, linked to the call.

Added by your team

Go to AI tools → Leads and click Add lead.

What a lead includes

Name, email, phone number and company
Industry, pain points and interests mentioned on the call
The call that captured the lead
Its status in your pipeline

Working with leads

See every lead on AI tools → Leads.
Search by name, email or company, and filter by status.
Update a lead's status as it moves through your pipeline.
Open a lead and click Book an appointment to schedule a meeting.
To have the agent call a lead back, open the lead and click Schedule a call. From a call's details, use Call back later.

Common questions

How are leads captured?

Leads are captured automatically when callers share their contact information during calls. You can also add leads manually.

How do I update a lead's status?

Go to the Leads page, open a lead, and update its status as it moves through your pipeline.

Can I schedule follow-up calls for leads?

Yes, schedule a follow-up call from Scheduled calls with the date, time, and reason.

What information is stored for each lead?

Each lead includes contact information (name, email, phone, company), industry, the challenges and interests they mentioned, the call it came from, and follow-up dates.

Can I manually add leads?

Yes, add leads manually from the Leads page.