Open Products → Speed-to-Lead → Leads to review individual records.
Find the right lead
Search by customer name or phone number. Use Filters to narrow the list by:
- Status
- Lead source
- Service area
- Date and time range
- Test-number inclusion
The list shows the customer, source, status, lead type, location data, notes, and received time. Select a row to open its Lead Journey.
Interpret lead status
- Contacted - Booked: outreach occurred and a booking was attributed to the lead.
- Contacted - Not Booked: outreach occurred without an attributed booking.
- Campaign Completed - Not Booked: the workflow finished without an attributed booking.
- Not Contacted: outreach did not start or could not complete.
For a lead that was not contacted, inspect the reason shown with its status. Common causes include a missing phone number, source not assigned to an audience, no campaign, a duplicate lead, or a failed workflow step.
Read the Lead Journey
The journey presents events in order, including:
- Lead receipt and source attribution
- Addition to an audience
- Entry into a campaign
- Text conversations
- Outbound calls
- Attributed bookings
Use View Call or View Conversation when shown to inspect the underlying interaction. A linked CRM job can also be opened when the integration provides it.
- Confirm that the customer phone number is valid.
- Check the displayed status reason.
- Open Speed-to-Lead → Settings and confirm the source is connected and covered by an active or fallback campaign.
- Confirm that the selected workflow is published and its phone-number mappings are complete.
- Review the Webhooks log or source email setup to verify ingestion.
- Check campaign and workflow status before retrying any action available to your role.
Reprocessing a lead can start customer outreach. Confirm that the source configuration is corrected, the customer is still eligible, and another recent contact will not create a duplicate experience before proceeding.
