Leads List
The leads list is the main table on the Leads page. It shows all your leads with their key information, status, and available actions.
Table Columns
2. Make sure you have several leads in the list
3. Capture the full table showing all columns — checkbox, name, mobile, submitted date, broadcast, template, agent, qualification status, last modified, and actions
Save to:
static/img/screenshots/leads/leads-list/leads-table.png| Column | Sortable | Description |
|---|---|---|
| Checkbox | — | Select individual leads for bulk actions |
| Lead Name | Yes | The contact's name |
| Mobile Number | — | The contact's phone number |
| Lead Submitted Date | Yes | When the lead was created |
| Broadcast Name | Yes | The broadcast campaign that generated this lead |
| Template | Yes | The template used in the broadcast |
| Assigned Agent | Yes | The agent responsible for this lead |
| Qualification Status | Yes | Current status — color-coded (e.g., New, Contacted, Qualified, Converted) |
| Last Modified Date | Yes | When the lead was last updated |
| Actions | — | Action menu with View, Change Status, Go to Chat, Follow Up, and Assign |
Click any sortable column header to sort the table. Click again to reverse the sort order.
Searching Leads
Use the search bar at the top to find leads quickly. Type a name or number to filter the results.
Save to:
static/img/screenshots/leads/leads-list/search-bar.pngFilters
Narrow down your leads list using the filter options:
2. Capture all filter options — date range picker, assigned agent dropdown, and lead status dropdown
Save to:
static/img/screenshots/leads/leads-list/filters.png| Filter | Description |
|---|---|
| Date Range | Filter leads by their submitted date — pick a start and end date |
| Assigned Agent | Show only leads assigned to a specific agent |
| Lead Status | Show only leads in a specific status (e.g., New, Qualified, Converted) |
Click Apply to update the table with your filters. Click Reset to clear all filters.
Actions
Each lead row has an actions menu with the following options:
2. Capture the dropdown showing all available action options
Save to:
static/img/screenshots/leads/leads-list/actions-menu.png| Action | Description |
|---|---|
| View | Open the lead details in a side drawer — see Lead Details |
| Change Status | Update the lead's status and qualification score |
| Go to Chat | Jump to the Chat conversation with this contact |
| Follow Up | Create a Follow-up for this lead |
| Assign | Assign the lead to an agent |
Leads in a final state (Converted, Lost, or Archived) are considered inactive. For inactive leads:
- The checkbox is disabled (no bulk actions)
- Change Status, Follow Up, and Assign actions are not available
- You can still View the lead and Go to Chat
Exporting Leads
Click the Export button to download your leads data. You have two options:
| Option | Description |
|---|---|
| Current Page | Export only the leads visible on the current page |
| All | Export all leads matching your current filters |
2. Capture the dropdown showing "Current Page" and "All" options
Save to:
static/img/screenshots/leads/leads-list/export-dropdown.pngBulk Actions
To perform actions on multiple leads at once:
- Use the checkboxes to select leads (inactive leads cannot be selected)
- A selection bar appears at the top
- Choose an action from the dropdown
- Confirm the action
Use the checkbox in the header row to select all active leads on the current page.
Mobile View
On smaller screens, leads are displayed as cards instead of a table row. Each card shows the key lead information and action buttons.
Pagination
At the bottom of the table, you can:
- Navigate between pages using Previous and Next buttons
- Choose how many leads to show per page: 25, 50, or 100
The default is 25 leads per page.