Leads Page
The Leads page is your command center - where you see every potential customer who’s reached out to you and manage your entire sales pipeline. Think of it as your digital receptionist that never sleeps, organizing every inquiry so you never miss an opportunity.
📊 The Leads Table
When you open the Leads page, you’ll see all your leads organized in a clean table format. Each row represents one potential customer, and the columns show you everything you need to know at a glance.
What You’ll See in Each Column
Source Icon - Shows whether the lead came from Yelp or Thumbtack with a simple icon
Location Name - Which of your business locations received this inquiry
Customer Name - The person’s name
Contact Info - Phone number and email when available. You can click phone numbers to call directly, or email addresses to send an email
Messages - The most recent message in the conversation. Click here to open the full chat
Address - The customer’s location (click to see it on a map)
Memos - Your private notes about this lead. Click to add or view memos
Last Interaction - When the most recent message was sent or received
Status - Where this lead stands in your process (more on this below)
🎯 Lead Statuses
Every lead has a status that tells you exactly what’s happening. You can change these by clicking the status dropdown for any lead.
● Bot Follow-up
Learn how the bot automatically works leads for you.
● Follow-up
What happens when you personally take over a conversation.
● Scheduled Messages
How to delay sending messages to a more convenient time.
● No Answer
When leads don’t respond to any messages.
● Answered
When leads respond to your messages.
● Meeting
Tracking scheduled appointments and calls.
🔍 Smart Filtering
The leads table has powerful filtering options to help you focus on what matters most right now.
Filter by Source Type
Use the Source dropdown to show only Yelp leads, only Thumbtack leads, or both.
Filter by Location
The location search lets you focus on specific business locations. Useful when you want to see leads for just one area or service type.
Filter by Status
Click the Status dropdown to show only leads in specific stages. For example, show only “Answered” leads when you want to follow up on active conversations.
Filter by Customer Name
Type in the Customer Name field to quickly find a specific person.
Filter by Contact Info
Use the “Contact Info” checkbox to show only leads who provided their phone number or email address.
💬 Managing Conversations
Opening Messages
Click on any lead’s message column to open the full conversation. Here you can:
- Read the entire chat history
- Send new messages
- Schedule messages for later
- See if messages contain images or attachments
Adding Memos
Click the Memos column to add private notes about a lead. These are only visible to you and your team - customers never see them. Great for tracking details like:
- What services they need
- Budget information
- Best times to contact them
- Any special requirements
Scheduled Messages
When you’re in a conversation but it’s outside business hours, you can write your response and schedule it to be sent later. Just type your message and choose when to send it.
📱 Mobile-Friendly Design
The leads table automatically adapts to smaller screens, so you can manage your leads from anywhere - whether you’re in the office or on a job site.
🔄 Real-Time Updates
The page automatically refreshes when new leads come in or when existing leads have updates.
📍 Map Integration
When a lead provides their address, you can click on it to see their location on a map. This helps you:
- Plan your route when visiting customers
- Understand your service area coverage
- Estimate travel time and costs
🖼️ Visual Cues
Unread Messages
Leads with unread messages are highlighted so they stand out visually.
Status Colors
Each status has its own color to help you quickly scan and understand where each lead stands.
💡 Pro Tips
Use statuses strategically - Change leads to “Meeting” when you schedule something, so you can easily see who you need to follow up with.
Check contact info first - Leads with phone numbers are often more serious buyers. Use the contact filter to prioritize them.
Use memos liberally - A quick note now saves time later when you’re trying to remember what a customer needed.
Questions about managing your leads? Email us at support@nzleads.com - we’re here to help you convert more prospects into paying customers.