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My Leads

Find received enquiries, open the customer record and follow campaign review outcomes.

In the CRM: Agent or buyer account → My Campaigns → My Leads

Turn received enquiries into conversations

My Leads is the working list of enquiry records shared through your campaigns. Each row identifies the customer, originating campaign, contact details, status and date. Use it to choose whom to contact and to keep campaign delivery easy to follow.

For example, filter a roof-repair campaign to new enquiries, open the customer record and check the service area before calling or texting. Record the outcome in the customer record so the next person has the same context.

Current native list with fictional enquiries. The New total counts new records; Qualified is a separate status. Select the image to enlarge it.

Find the right lead

The pagination controls move through the displayed results. An empty filtered list can simply mean that no loaded records match those filters. Clear the filters before assuming that campaign delivery has stopped.

  1. Select a campaign, status and date range to narrow the list.
  2. Use the search box for a name, phone number or email address. It searches the loaded list, including campaign and status text.
  3. Read the row’s campaign and status to confirm the right opportunity.
  4. Choose the three-dot Actions menu, then View Full Lead to open the customer record.
  5. Use Clear to remove the filters and return to the wider list.

Use the row actions and notes

View Full Lead opens the customer record. My Notes and System Notes in this list display the dispute reason and resolution information when present; click a note to read it in full. Use the customer record for the ordinary conversation and working notes.

When Dispute is available, give a clear reason for asking the campaign owner to review the item. Submit sends that request. The row can then show In Review, Approved, Declined or Returned, and may offer Re-Dispute when the campaign’s review rules allow it.

Fictional eligible lead in the native action menu. The remaining review window depends on the campaign. Select the image to enlarge it.

Export the campaign records you need

Export creates a file using the selected campaign and date range. The current export does not apply the local text-search or status selection. Check the exported rows before using the file for a report.

For a weekly buyer review, choose the campaign and week, export those records and compare the delivered opportunities with their follow-up outcomes. Billing History provides the separate transaction view.