Skip to content

Leads

The Leads section is used to work with all incoming customer requests in Liner. Here you can find a specific lead, check its status, see how it was handled, and open the full lead card with all details.

On the Leads page, you can:

  • find a lead by phone number, order, or status,
  • check whether the lead was processed and with what result,
  • understand if a follow-up call is needed,
  • open the lead card to review call and message history.

How to find the right lead

At the top of the page, there is a filters panel. It helps quickly narrow down the list of leads using the parameters you need.

Most commonly used filters are:

  • Date range — when the lead was created,
  • Client phone — search by a specific phone number,
  • Order — the product or service the lead came from,
  • Lead status — the current processing result,
  • Last call status — how the most recent call attempt ended.

After selecting the filters, click Apply — the list will update.

If you no longer need the filters, click Clear.

To avoid setting the same filters every time, save them using the Save preset button.

leads-1.png

Lead list

Below the filters, the lead list is displayed. Here you can:

  • view all leads that match the selected filters,
  • use the table search,
  • change how many rows are shown per page.

Each row represents a single lead. Clicking the lead number opens the lead card.

leads-2.png

When you click a row, a quick actions panel appears. Hold Ctrl to select multiple leads, or hold Shift to select a range. You can then apply actions to all selected leads at once. Available actions include:

  • changing lead priority in the queue,
  • scheduling a call while ignoring call intervals,
  • copying selected leads to another order,
  • changing the status of selected leads.

leads-3.png

Lead statuses

A lead’s status shows the result of its processing based on the last selected call status:

  • Target statuses — the lead was successfully processed and the work is complete,
  • In progress — a follow-up call or waiting is required,
  • Not target statuses — the lead is not relevant and will not be processed further.

The status makes it easy to see whether a lead still needs attention.

Lead card

When you open a lead, you get access to detailed information, including:

  • detailed data such as creation date, source, lead status, and more,
  • the script used during the conversation,
  • call history,
  • lead change history.

Open the lead card to understand exactly what happened with the lead and why it is in its current state.

leads-4.png

From the same page, you can also perform several actions using the buttons at the top:

  • open the messenger to view or continue the conversation,
  • change the lead’s priority in the call queue,
  • call now,
  • schedule a call,
  • copy the lead to another order.