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The Leads page
See new customers who left their details with your receptionist, ring them, and track where each one is up to.
Leads lists people who are new to your business and left their details. The page appears if your plan includes leads. Its heading uses your business's own word for customers, such as "New patients" or "New clients". The number beside Leads in the menu is how many are still marked New.
The two lists
- Open. Leads marked New or Contacted.
- All. Every lead, including Registered and Closed ones.
What each lead shows
- their name and number;
- their status;
- what they got in touch about, and how (for example "via call" or "via chat");
- when.
Statuses
Change a lead's status with the menu on its row. It saves straight away.
| Status | Use it for |
|---|---|
| New | Just came in. Nobody has been in touch yet. |
| Contacted | You've been in touch. |
| Registered | They've become a customer. |
| Closed | Nothing more to do. |
Registered and Closed leads drop off the Open list but stay under All.
Buttons
- Call. Rings their number from your phone or computer. Shown when there's a number.
Changing a status doesn't text or email the person.
Downloading leads
To get your leads in a spreadsheet, use Download on the Insights page and choose Leads.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.