Lead management
Call Center Module
Manage inbound leads, qualify prospects, and route them to the management pipeline.
The Call Center module is the first stop for all new leads. Agents review, qualify, and assign leads to the appropriate pipeline.
Lead statuses in Call Center
| Status | Description |
|---|---|
| New | Fresh lead awaiting initial contact |
| Interested | Lead has been contacted and is interested |
| Not Interested | Lead declined or is not a fit |
| Incorrect | Invalid contact information |
Working with leads
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Navigate to Lead Management > Call Center.
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Leads appear in a Kanban-style board grouped by status.
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Click any lead card to view full details, including contact info and notes.
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Drag a lead card between columns to change its status.
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Use the quick action buttons on each card:
- Alert — Flag the lead for manager attention
- WhatsApp — Open a WhatsApp conversation with the client
- Edit — Modify lead details
- Delete — Remove the lead
Bottom action bar
Each lead card includes a drag-to-status bar at the bottom with options:
- Contact in 15 days — Snooze the lead for follow-up
- Contact in 30 days — Longer-term follow-up
- Incorrect — Mark as invalid
- Delete — Remove permanently
Deleting a lead is permanent. Consider marking as "Not Interested" instead.