Managing Your Lead Pipeline

2 min readUpdated 2026-07-18

Key Takeaway

The Leads page shows all leads across campaigns with status, qualification score, campaign association, and full conversation history; you can filter by status, campaign, or search by name and email to focus on the highest-priority prospects.

Leads Page

The Leads page shows all leads across your campaigns. Each lead card displays:

  • Business name and contact info
  • Current status (Ready, Contacted, Responded, Interested, Engaged, Unsubscribed, and a few others like Bounced or Archived)
  • Qualification score
  • Campaign association
  • Last activity timestamp

Filter your leads by:

  • Status: Jump straight to any pipeline stage, like Interested or Engaged, or filter to Unsubscribed to see everyone who's opted out
  • Campaign: Focus on a specific campaign
  • Search: Find leads by name, email, or business name

"Hot" isn't a status you'll find in the filter list. It's a notification your agent sends the moment a lead's status flips to Interested, so you know to jump in.

Lead Details

Click any lead to see their full profile:

  • Complete contact information
  • Email conversation history
  • Qualification breakdown
  • Agent's notes and context
  • Timeline of all interactions

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