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Open Products → Speed-to-Lead → Leads to review individual records.

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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.

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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.

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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.

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Investigate a missing contact

  1. Confirm that the customer phone number is valid.
  2. Check the displayed status reason.
  3. Open Speed-to-Lead → Settings and confirm the source is connected and covered by an active or fallback campaign.
  4. Confirm that the selected workflow is published and its phone-number mappings are complete.
  5. Review the Webhooks log or source email setup to verify ingestion.
  6. 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.