Leads Management
View, filter, search, and act on every missed-call lead captured by Ringback.
📍 Accessing Leads
Navigate to /leads from the sidebar or click "View all" on the Dashboard.
🔍 Filters & Search
Combine filters to narrow down your list. All filters apply simultaneously.
Status Filter
Filter by lead status: New, Active, Replied, Closed, Won, Lost
Location: Dropdown in header
Search
Search by lead name or phone number (partial match)
Location: Search input in header
Pagination
20 leads per page, navigate with Previous/Next
Location: Bottom of table
📊 Table Columns
| Column | Description | Sortable |
|---|---|---|
| Lead | Name (or "Unknown Caller") + phone number | — |
| Phone | E.164 formatted number | — |
| Source | missed_call, manual, demo | — |
| Status | Color-coded badge (see statuses below) | ✓ |
| Created | Date/time in your local timezone | ✓ |
| Actions | View button → lead detail page | — |
🏷️ Lead Statuses
Statuses update automatically. You can override from the lead detail page.
Lead created, sequence not yet triggered
Sequence running, messages queued/sending
Lead responded — sequence auto-stopped
Sequence completed (all 5 steps), no reply
You marked this lead as a booked job
You marked this lead as dead
👁️ Lead Detail Page (/leads/[id])
Lead Info
Name, phone, source (missed_call/manual/demo), creation date
Sequence Timeline
Visual progress bar showing each step (SMS 1 → Email 2 → SMS 3 → ...)
Messages
Full history: sent/delivered/failed status, content, timestamps
Actions
Mark Won/Lost, Close, Resend step, Edit name, Add note
📊 Sequence Timeline (Visual)
The timeline shows each step's status at a glance. Colors indicate state:
Step 1 ████████░░ SMS ✓ Delivered 2:14 PM
│
Step 2 ████████░░ Email ✓ Sent 2:44 PM
│
Step 3 ████████░░ SMS ⟳ Pending 4:14 PM
│
Step 4 ████░░░░░░ Email ⏳ Queued 8:14 PM
│
Step 5 ████░░░░░░ SMS ⏭️ Skipped (replied)☑️ Bulk Actions
Select multiple leads via checkboxes, then choose an action from the bulk menu (appears when ≥1 selected).
Mark Won
Mark selected leads as successful jobs
Mark Lost
Mark selected leads as dead opportunities
Close
Stop sequence for selected leads
Export CSV
Download filtered leads as CSV