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Work with leads

The All Leads page provides a centralized view of all leads captured across your organization. From this page, users can:

  • Search and filter leads

  • Add new leads

  • Customize the table view

  • Track lead stages and priorities

  • Monitor assignment and engagement

This page helps sales teams and managers track inquiries and convert prospects efficiently.

  1. At the organizational level, go to Lead Management > AI lead manager > All leads. 

    The All Leads page is displayed. The default columns in the listing include:

    • Lead name

    • Email ID

    • Lead type

    • Lead source

    • Lead stage

    • Priority

    • Date

    • Center

    • Notes

    • Assigned to

  2. Click Advanced filters to narrow down the results by:

    • Assigned to

    • Status

    • Priority

    • Lead type

    • Source

    • Call outcomes

    • Gender

    • Follow-up range

    • Expected close date

  3. Select the checkbox next to any listing.

  4. Click Bulk update to update the Assigned employee, Lead status, Priority, and Lead source.

  5. Click Detailed view to open detailed information for the selected lead(s).

Use saved views

Saved views let you store a combination of filters and reload them quickly, so you don't have to reapply the same filter settings each time.

To load a saved view:

  1. Click the Saved Views dropdown at the top of the All Leads page.

  2. Search by view name or scroll through the list.

  3. Click a view name to apply its filters to the lead listing.

To manage saved views:

  1. Click the Saved Views dropdown.

  2. Click Manage views.

  3. The Saved views panel opens on the right, listing all your views under Other views.

  4. Click any view to preview the filters saved inside it and update them if needed.

Note

To create a new saved view, apply your desired filters on the All Leads page and use the Save filter option in the Advanced filters panel.

Manage columns

You can control which columns appear on the All Leads page and reorder them to match your workflow.

  1. Click the Manage Columns icon (grid icon) at the top right of the lead listing.

  2. The Manage Columns panel opens with two sections:

    • Selected Columns (left) — toggle each column on or off using the switches. Columns with a blue toggle are visible in the listing; grey toggles are hidden. Click Remove all to deselect all columns at once.

    • Re-order selected (right) — drag columns up or down using the handle icon to change their display order. Click the delete icon next to any column to remove it.

  3. Click Save to apply your changes, or Cancel to discard them.

The available columns are: Lead name, Email ID, Lead type, Lead source, Lead stage, Priority, Date, Center, Notes, Assigned to, Guest name, and Guest code.

View lead details

  1. At the center or organization levels, navigate to Lead Management > AI Lead Manager > All Leads.

  2. Click any lead name to open the Lead Details page.

The page is divided into three areas: the lead list on the left, the activity timeline in the center, and the details panel on the right.

Timeline

The timeline displays all interactions and system events for the lead in chronological order. Use the All events dropdown to filter the timeline by a specific event type: Task, Note, Call, or Email.

The timeline shows the following event types:

  • Outbound and inbound calls, including duration, sentiment, intent, and the center associated with the call. For AI-assisted calls, a summary of the outcome is shown below the call entry. Click View insights and transcript to review the full call transcript.

  • SMS and email messages sent to or received from the lead.

  • System-generated events such as AI lead score updates.

AI lead score

When an AI lead score is available, it appears as a card in the timeline and is also shown in the details panel. The score card displays:

  • The overall score out of 100 and a priority label (Low, Medium, High).

  • AI Reasoning — a plain-language explanation of why the lead was scored this way, including the trigger that generated the score.

  • Intent, Confidence, and Priority values.

  • A Signal Breakdown section showing the percentage contribution of individual signals: Explicit intent, Booking flow, Time references, Engagement depth, Contact signals, Source context, and Deferred negative.

  • The date and time the score was last updated.

If the score requires human review, a Needs Human Review banner is shown on the card.

Details panel

The details panel on the right contains three tabs: Details, Notes, and Tasks.

The Details tab shows:

  • User details — name, phone, email, and gender.

  • Lead assessment — sales stage, priority, assigned employee, creation date, last contacted date, centre, lead type, and source.

  • Pricing and transaction — listed price, offered price, and a link to View Point of Sale (PoS).

  • Follow-ups — follow-up date, expected close date, last contacted date, and a Book appointment shortcut.

  • Additional lead details — alternate phone number and email address.

  • Lead consent message — gender consent options (Male, Female, Other).

The Notes tab displays all notes logged against the lead. Click Add note to create a new note.

The Tasks tab shows all tasks associated with the lead's conversion. Click Add task (or use the + button at the top right of the panel and select Add Task) to create a new task. When adding a task, fill in the task type, description, due date, due time, assigned employee, and priority.

Initiate contact from the Lead Details page

To contact a lead directly from this page:

  1. Click Call in the top bar of the timeline to initiate a call.

  2. Click Call or Email in the action buttons at the top of the details panel.

  3. Use the Reply box at the bottom of the timeline to send an SMS or Whatsapp message.

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