How to Manage Campaign Leads

Interested

To manage the leads in your list, click “INDIVIDUAL LEADS” from the Leeds & Lists in the dashboard. This section displays detailed information for each lead in the system, helping agents track contact details, priority level, interaction outcomes, and follow-up actions. It includes fields such as Lead, City, Priority, Disposition, Status, Last Call, and Next Action, allowing agents to quickly review a lead’s history and determine the next step in the campaign.

To manage the leads in your list, click “INDIVIDUAL LEADS” from the Leeds & Lists in the dashboard. This section displays detailed information for each lead in the system, helping agents track contact details, priority level, interaction outcomes, and follow-up actions. It includes fields such as Lead, City, Priority, Disposition, Status, Last Call, and Next Action, allowing agents to quickly review a lead’s history and determine the next step in the campaign.

Disposition

Disposition

The Disposition records the outcome of the most recent interaction with the lead. Examples may include:

Not Reachable Interested – Send Proposal Qualified – Needs approval Wrong Number This helps track the progress of each lead and guides future follow-ups.

Status

Status

The Status shows the current state of the lead in the campaign process. For example:

New Queued In Progress Completed Do not call This helps agents quickly see where the lead stands within the campaign workflow. You can also filter these statuses with the dropdown menu on the far-right side of the panel.

Last Call

Last Call

The Last Call field displays the date and time when the most recent call was made to the lead. This helps agents avoid contacting leads too frequently and keeps track of interaction history.

The Last Call field displays the date and time when the most recent call was made to the lead. This helps agents avoid contacting leads too frequently and keeps track of interaction history.

Next Action

Next Action

The Next Action field indicates the recommended next step for the lead. This may include actions such as:

Schedule a callback Send follow-up information Attempt another call Close the lead This ensures that no lead is overlooked and helps agents maintain a structured follow-up process.

Best Practices

Verify phone numbers before uploading leads. Remove duplicate contacts from lists. Segment lists based on campaign goals. Update lead status after each call attempt.