Leads

The Leads page (also called the Inbox) is the main workspace in NZ Leads. It’s a single filterable table of every customer inquiry across every source you’ve connected — Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads. From here you can read conversations, reply, add internal memos, change a lead’s status, and track each prospect to a resolution.

New messages appear in real time — no refresh needed. Click any row to open the full Lead Details dialog.

Getting here

In NZ Leads, go to Leads in the main navigation.

The Leads table

Each row is one lead. On desktop, the table shows these columns:

• Actions — a 3-dot menu with per-lead actions.
• Source — the platform icon for Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, or Google Local Ads.
• Location / Source Name — which of your connected sources this lead came from.
• Customer Name — the name the platform or customer provided.
• Phone Number — the customer’s real phone, a temporary/masked phone labeled temp, or both.
• Last Message — a preview of the most recent message in the thread. Small indicator icons appear in this column to flag conversation state at a glance:
  • Blue timer icon — a delayed welcome message is pending and will go out shortly.
  • Orange block icon — the AI assistant is currently off-hours and won’t reply until its next on-hours window.
  • Purple brain icon — the last message was sent by the AI assistant.
  • Gray robot icon — the last message came from a predefined template.
• Last Memo — a preview of the most recent internal note on this lead. Click it to jump straight to the Memos tab of the lead.
• Last Interaction — the timestamp of the most recent activity on the lead.
• AI Conversation — an icon that indicates whether the AI assistant is currently handling this conversation (only relevant on sources configured to let the AI send more than one message).
• Lead Status — a color-coded dropdown you can use to change the status inline. See Lead Statuses.
• Address — the customer’s address or postal code. Click to open it on a map.

On mobile, the table shows fewer columns and the filter toolbar collapses into a menu.

How the table behaves

• Real-time updates. New incoming messages update the matching row without a refresh, and new leads appear at the top as they arrive.
• Pagination. Rows load 25 at a time with infinite scroll — scroll to the bottom and the next page loads automatically.
• Sort. Click a column header to sort by that column.
• Click to open. Clicking anywhere on a row opens the Lead Details dialog for that lead.
• Click-to-call. Click a phone number to dial it using your device’s default phone app.
• Click-to-email. Click an email address to compose a message in your default mail client.
• Map. Click an address to open a map dialog with the customer’s location.
• Memo shortcut. Click a memo preview in the Last Memo column to open the lead on its Memos tab.

Bulk actions

Above the table, Mark all as read clears the unread indicator on every lead that matches the current filters. Read/unread is tracked per user, so marking as read only affects your view.

Filters and search

The toolbar above the table lets you narrow the list. Filters persist in your browser across refreshes.

• Source type — multi-select chips for Yelp, Thumbtack, Facebook Messenger, Facebook Lead Ads, Instagram, and Google Local Ads.
• Location / Source — multi-select of your connected sources.
• Customer name search — type the start of a customer’s name (prefix match). The search waits about a second after you stop typing before running.
• Contact info — tri-state filter: show leads with contact info, without contact info, or all.
• Lead status — multi-select of the statuses listed on Lead Statuses.
• AI status — filter by whether the AI assistant is currently handling the conversation. Relevant where the AI is configured to send more than one message.
• Reset all filters — clears every filter back to default.

Full reference: Filters and search.

The Lead Details dialog

Clicking a row opens a full-screen dialog with three areas:

• Conversation — the complete message thread in chronological order, plus the composer at the bottom.
• Memos — a separate tab for internal team notes that the customer never sees.
• Customer info — a pinned sidebar (right side on desktop) with editable contact fields and the structured information the source extracted from the inquiry.

The dialog header also shows the lead’s Status dropdown and, where available, an AI Conversation toggle to disable the AI for this lead mid-conversation.

Conversation

Messages are shown as bubbles with the speaker (customer, business, or system), a timestamp, and any attachments. A purple brain icon next to a message means the AI assistant generated it; a gray robot icon means the message came from a predefined template. Scheduled (queued) outbound messages appear inline with a timer icon and a Cancel button until they’re sent.

The composer supports sending now, scheduling for later, picking a scheduled-message template, saving the current text as a quick reply, and opening your quick reply library.

Full reference: Messages.

Memos

Internal notes on the lead. Every teammate with access to the source can read memos, but the customer cannot. The latest memo preview shows up in the Last Memo column of the table.

Full reference: Memos.

Customer info

The sidebar combines editable contact fields (phone, temp phone, email) with display-only details extracted from the source (service, availability, postal code, customer description, survey answers, project files).

Full reference: Customer info.

Related topics

Questions? Email support@nzleads.com.