Manage leads and priorities

Manage leads within an active campaign by reviewing statuses, tracking call attempts, setting priorities, and scheduling follow-ups to control outbound calls.

View and manage leads within an active campaign to monitor call outcomes and take action on individual contacts.

After activating a campaign, each contact becomes a lead. You can review lead statuses, track call attempts, and manage leads directly from the campaign view.

Before you start

You need the following before you begin:

• An active campaign with at least one lead. See Create an outbound campaign.

Open the campaign and view leads

Start by accessing the campaign where you want to manage leads.

1. Go to Campaigns from the sidebar.
2. Select your campaign.
3. Open the Leads tab.

Here, you can see all leads included in the campaign.

Each lead displays:

• Name
• Phone number
• Lead status
• Status in campaign
• In call
• Last attempt
• Actions

After opening the campaign, you can perform any of the following actions depending on your needs.

Understand lead statuses

Each lead shows its current call status.

Status	Meaning
Pending	The lead has not been contacted yet.
Dialing	A call is currently being placed.
Answered	The contact answered the call.
No answer	The contact did not pick up.
Busy	The line was busy.
Failed	The call could not be completed.
Completed	The call flow finished successfully.

These statuses help you track progress and identify which leads require follow-up.

Take action on a lead

Use the action icons to manage individual leads directly from the list.

1. Locate the lead.
2. Use the available controls in the Actions column.

You can:

• Set priority
• Schedule a follow-up call
• Edit custom fields
• Block the lead

Manage priority and follow-ups

Update priority levels and schedule follow-ups to control how leads are handled and when they are contacted.

Set priority

Assign a priority level to control the order in which leads are contacted.

1. Click Set Priority.
2. Select a predefined level or enter a custom value.
3. Click Save to apply changes.

Priority levels Priority helps you rank leads based on importance.

• Low (50): Cold leads
• Normal (100): Default priority
• High (150): Hot leads
• Urgent (200): VIP leads

You can also assign a custom priority value from 0 to 999.

Schedule a follow-up

Schedule a future call to contact the lead at a more appropriate time.

1. Click Schedule Follow-Up.
2. Choose a quick option or set a custom date and time.
3. Click Schedule to confirm or Clear to remove the selection.

Follow-up scheduling You can schedule a future call using options like:

• Tomorrow at 09:00
• Next week

Or define a custom date and time.

Edit custom fields

View or update additional data associated with the lead.

1. Click Custom Fields.
2. Select + Add New Field to create a field (if none exist)
3. Update values as needed.
4. Click Save to modify to apply changes.

Custom fields behavior Custom fields are typically updated automatically during calls.

You can also add or edit fields manually from this panel if needed.

Block a lead

Prevent further contact attempts for a specific lead.

1. Click Blocked.

This prevents future calls to the lead and updates its status to Blocked.

View call attempt history

Review all call attempts made to a lead to understand past interactions.

To review previous call attempts for a lead:

1. Go to the Call Attempts tab.
2. Review the list of attempts.

Each entry shows:

• Status (e.g., No answer, Failed)
• Contact name
• Phone number
• Attempt number
• Date and time
• Duration
• Actions

This helps you track how many times a lead has been contacted and the outcome of each attempt.

Monitor campaign performance

Use the Statistics tab to track overall campaign results.

You can view:

• Total leads
• Completed calls
• Failed calls
• Success rate
• Total attempts

This helps you evaluate campaign performance and optimize your strategy.

Next steps

Here are the recommended next steps after completing this guide:

• Listen to and join live calls: Watch active calls from this campaign in real time.
• Review call history and logs: Access full call records and transcripts after calls complete.