Managing Your Lead Pipeline

2 min readUpdated 2026-02-16

Leads Page

The Leads page shows all leads across your campaigns. Each lead card displays:

  • Business name and contact info
  • Current status (New, Contacted, Replied, Hot, etc.)
  • Qualification score
  • Campaign association
  • Last activity timestamp

Filter your leads by:

  • Status — See only hot leads, replied leads, etc.
  • Campaign — Focus on a specific campaign
  • Search — Find leads by name, email, or business name

Lead Details

Click any lead to see their full profile:

  • Complete contact information
  • Email conversation history
  • Qualification breakdown
  • Agent's notes and context
  • Timeline of all interactions

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