Leads
What it is for
A lead is a sales opportunity inside a pipeline. The lead's detail page brings together everything known about that opportunity: the agent's calls and what the AI understood, the recovery chat, the quote, the team's notes and the stage changes. It is the screen from which a sales rep picks up the lead that came to them from prospecting.
How to get there
Sidebar → Sales → Pipelines → choose the tab → click the lead's card → Open lead
The screen in detail
Header: the contact's name, the stage bar, the assigned Sales rep (changed from here if you have permission), Create proposal or View quote (in Sales) and, if the lead has several campaigns, the Prospection selector (one campaign or All (360 view)).
Sections:
| Section | What it shows |
|---|---|
| Activity | Notes, calls and changes. Filter with All, Notes, Calls or Changes. Includes Add note. |
| Interest report | What the AI understood in the calls; Listen to the call, View transcript and Relaunch. |
| Recovery | The WhatsApp chat when the calls did not reach the contact. Only if the lead comes from a prospection. |
| Quote | The lead's proposal as the client sees it. Only in Sales leads and with the quotations module active. |
| Lead details | Contact, origin (source, channel, campaign, medium), prospection and assignment. |
Lead rating: Hot, Warm or Cold. It is a lead attribute (not a stage) and comes from the call's traffic light: green, yellow or red.
What you can do
Add a note
In Activity, click Write a note about this lead…, type it and click Add note.
Give feedback to the AI
In the same box, switch to the Feedback tab, answer Did the AI qualify this lead correctly?, select the stars, describe what happened and click Save feedback. See Calls.
Change the assigned sales rep
In the header, open Sales rep, search for the person and select them (or Remove sales rep). Without permission you will see You don't have permission to change the sales rep.
Create or view the quote
In Sales leads: Create proposal or View quote. See Quotations.
Move to another stage
Click the next stage in the stage bar, or Won / Lost. See Sales pipeline.
Required permissions
| Action | Permission |
|---|---|
| View leads | lead.read |
| View all leads | lead.viewAll |
| Notes and feedback | lead.update |
| Change the sales rep | lead.assign |
| Move to another stage | lead.transition |
Without lead.viewAll you only see the leads assigned to you or that you
created.