Lead Management

The Leads page provides a high-performance virtual table for viewing, filtering, editing, and taking action on leads.

Filtering

The filter toolbar at the top of the leads list supports:

• Search — Free-text search across lead name, email, and phone
• Status — Filter by one or more lead statuses
• Campaign — Filter by campaign
• Date Range — Filter by submission date with timezone-aware date pickers
• Flags — Filter by test leads, duplicates, imported leads, or DNC

Filters are applied in combination and update the list in real time. Active filters are shown as removable badges.

Inline Editing

Click any editable cell in the leads table to modify it directly:

• Text fields — First name, last name, email, phone, and other contact fields become inline text inputs on click
• Status — Click the status badge to open a searchable status picker with all available statuses
• Pending changes — Edited values are highlighted with an orange indicator until saved

When you have unsaved changes, a bar appears at the bottom of the table with Save and Discard options. Changes are batched — you can edit multiple leads before saving all at once.

Press Enter to confirm an inline edit, or Escape to revert it.

Bulk Actions

Select multiple leads using the checkboxes in the first column, then use the bulk actions toolbar:

• Delete — Permanently remove selected leads
• Move to Campaign — Reassign selected leads to a different campaign
• Update Status — Set a new status for all selected leads

Bulk actions show a confirmation dialog before executing.

Lead Detail Page

Click a lead row to open the detail page, which shows the complete lead record organized into tabs:

Contact

The primary view showing all contact information, questionnaire answers, custom fields, and the current campaign assignment. Contact fields can be edited inline.

Submissions

Lists all delivery attempts for this lead. Each submission shows:

• Campaign name and ID
• Qualification result and score
• Delivery status and client response
• Journey events timeline
• Posting details (status code, client lead ID)

Files

Documents and files associated with the lead, including signed documents from DocuSeal. Upload new files or view signing status.

Interactions

Call and SMS interaction history showing:

• Call recordings and transcripts
• SMS message threads
• Interaction outcomes and durations
• AI agent summaries

Activity Log

Chronological log of all actions taken on the lead, including status changes, edits, calls, SMS messages, and system events. Also shows the lead's DNC preferences and upcoming scheduled callbacks.

Manual Actions

From the lead detail page, several manual actions are available:

• Deliver — Manually trigger delivery to the lead's campaign endpoint (POST /api/v1/leads/{leadId}/deliver)
• Approve / Reject — For leads in pending_action with human review, approve or reject the lead
• Repost — Submit the lead to a different campaign, creating a new submission
• Move to Campaign — Reassign the lead to a different campaign without reprocessing
• Add Note — Add a timestamped note to the lead record
• Mark DNC — Set Do Not Contact preferences by channel (phone, SMS, email)