Leads

What are Leads?

Leads are potential customers who have shown interest in your business — typically by responding to a broadcast message, interacting through a campaign, or being identified during a chat conversation. The Leads page helps you track, qualify, and manage these potential customers through your sales pipeline.

Think of it as a lightweight CRM — you can see where each lead stands, assign agents to follow up, and move leads through stages from initial contact all the way to conversion.

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Screenshot: Leads under the menu in the left sidebar

leads-sidebar.png

1. Log in to the portal
2. Look at the left sidebar
3. Click on "Leads"
4. Capture the sidebar showing Leads highlighted
Save to: static/img/screenshots/leads/overview/leads-sidebar.png

How are leads created?

Leads are created automatically when contacts interact with your business through:

Source	How it works
Broadcast campaigns	When you send a broadcast via Compose Message, recipients who respond can become leads
Chat conversations	Contacts who engage in chat may be flagged as leads
Integrations	Leads can come in through connected platforms

Lead Status Pipeline

Each lead moves through stages as you work with them. Here's the typical journey:

New → Contacted → Qualifying → Qualified → Follow-up → Converted ✓
                                                      → Lost ✗
                                                      → Archived 📁

Status	Meaning
New	A fresh lead that hasn't been contacted yet
Contacted	You've reached out to the lead
Qualifying	The lead is being evaluated
Qualified	The lead meets your criteria and is worth pursuing
Follow-up	The lead needs further follow-up
Converted	The lead became a customer — success!
Lost	The lead is no longer interested or reachable
Archived	The lead has been set aside for now

Each status is color-coded so you can quickly see where leads stand at a glance.

Final states

Converted, Lost, and Archived are final states. Once a lead reaches one of these, it becomes inactive — you can still view it, but you can't change its status or assign agents.

Qualification Methods

Leads can be qualified in two ways:

Method	How it works
AI Qualification	The system automatically scores and qualifies leads based on their interactions
Manual Qualification	An agent manually reviews the lead and assigns a qualification score

The qualification score ranges from 0 to 100, giving you a clear picture of how promising each lead is.

How to get there

1. Log in to the portal
2. In the left sidebar, click Leads

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Screenshot: Leads page showing header, filters, and leads table

leads-page.png

1. Navigate to Leads
2. Capture the full page showing the header, search bar, filters, and the leads table
Save to: static/img/screenshots/leads/overview/leads-page.png

Who uses Leads?

Role	How they use it
Sales agents	Track their assigned leads, update statuses, and follow up
Managers	Monitor the pipeline, assign leads to agents, and export reports
Admins	Oversee lead management settings and permissions