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Where can I find my leads?

Learn how to track your leads in the Dialer, from upload to dial attempts.

Updated over 9 months ago

TL;DR

  • Go to Reporting > Leads.

  • View your recent uploaded leads (up to 30 days).

  • Filter Leads based on Last Disposition and/or Dial Attempts.


Do you need to confirm if a lead has been uploaded successfully, or if it has been dialed? Do you want to know how many leads have been dispositioned as F - Offer and Accept? Use the Portal to track lead uploads, dial attempts, and disposition status.

  1. Navigate to Reporting and select Leads.

  2. Set the date range and use the search bar to find specific leads. Currently, you can only view leads uploaded in the past 30 days.

  3. Alternatively, filter the leads by Last Disposition and Dial Attempts. The Last Disposition filter lets you see how many leads have a specific disposition status, while the Dial Attempts filter shows how many times a lead has been dialed.

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