All your leads are saved in the Leads tab. You can use filters to search them, analyze the conversations, and see the lead details.

 Check out the most essential features.

1. Go to Leads tab: 

 2. The data about your Lead is displayed on the list: 

 

Call Types

 There are 4 types of call: 

  • Call (incoming and outgoing) 
  • Scheduled call (customers can order the call for a chosen day and time) 
  • Message (customers can also leave a message) 
  • ASAP call (when all consultants are busy, the customer can wait for a consultant) 

Status

The CallPage system is ringing right now. The called party is receiving the call. Waiting to pick up.

In progress - the call is now processing, the consultant is currently talking to the customer

Completed - the call was completed successfully

Missed (consultant) - unfortunately, the consultant didn't answer the call. 

Missed (customer) - the customer didn’t answer the call or was busy at that moment.

Scheduled - the customer ordered a scheduled call

Scheduled (canceled) - the call has been canceled manually

 

Message - user left a message

ASAP call (completed) 

ASAP call (failed) 

Leads phone number

Call from/by 

Here’s the information from which source the lead comes from (widget/number). You can see here the widgets/numbers that generate the most successful calls.

Consultant

In this column you can see which consultant answered the call. 

Call duration

Filters

You can also use filters in the Leads tab: 

 Use the basic filters to sort different lead categories: 

 

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