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:
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)
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
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.
In this column you can see which consultant answered the call.
You can also use filters in the Leads tab:
Use the basic filters to sort different lead categories: