Working your leads
A one-minute walkthrough of the Leads page — open a lead's full card, set statuses, add notes, and filter your pipeline. Press play, or skim the written steps below the video.
The same steps, in writing
Each lead is one row: how long ago it came in, who it is, the product they asked about, and their latest note.
The Delivery column tracks your lead alert — ✓ sent, ✓✓ delivered to your phone, ⚠ or ✗ means it didn't land (open the row to resend).
Tap any row to expand it — address (tap for Google Maps), their exact reply, best time to call, and the note history.
From the open card: View conversation shows the whole exchange, Call dials them in one tap, and Report flags anything that shouldn't be a lead.
Click the Status chip — Booked, Voicemail, Do not call, Wrong number… The row takes the status color so your pipeline reads at a glance.
Type a label into “New status…” in the picker and it becomes a reusable option for all your leads.
The + Note chip saves a quick note without opening the card — the latest one stays visible on the row, the full log lives inside the card.
Status filter chips appear at the top once you use statuses. Export CSV any time — and every lead also syncs to your Google Sheet automatically.
Where do leads come from?
When someone replies to your campaign with real interest and finishes the follow-up flow, they land here automatically — and we text your lead alert number the moment it happens. Spot something that shouldn't be a lead? Hit Report on its card and our team reviews it (that also teaches the filter for next time).