> For the complete documentation index, see [llms.txt](https://docs.agentalk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agentalk.io/campaigns/manage-leads-and-priorities.md). # Manage leads and priorities 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**](/campaigns/create-an-outbound-campaign.md). ### **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. {% hint style="info" %} **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. {% endhint %}

#### Schedule a follow-up Schedule a future call to contact the lead at a more appropriate time. 1. Click **Schedule** F**ollow-Up**. 2. Choose a quick option or set a custom date and time. 3. Click **Schedule** to confirm or **Clear** to remove the selection. {% hint style="info" %} **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. {% endhint %}

#### 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. {% hint style="info" %} **Custom fields behavior**\ Custom fields are typically updated automatically during calls. You can also add or edit fields manually from this panel if needed. {% endhint %}

#### 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**](/monitoring-and-analytics/listen-to-and-join-live-calls.md): Watch active calls from this campaign in real time. * [**Review call history and logs**](/monitoring-and-analytics/review-call-history-and-logs.md): Access full call records and transcripts after calls complete. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.agentalk.io/campaigns/manage-leads-and-priorities.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.