Learn how to track your leads in the Dialer client portal, from uploads, dial attempts, and disposition status.
Step 1. Go to Reporting > Leads
Defining Lead Columns
List: The specific dialer list where this record is saved.
Customer Name: Full name of the contact.
Number: The phone number dialed
Last Disposition: Call outcome tag from the most recent interaction (e.g., No Answer, Sale, Callback).
Last Agent: Name of the agent who last handled this contact.
Dial Attempts: Total number of times calling the customer’s number.
Lead Source: Marketing channel or origin of the lead (e.g., Web Form, Trade Show).
Lead Website: Specific URL/domain where the lead submitted their information.
Created: Timestamp when this record was first added to Five9.
Updated: Timestamp when this record was last modified or called.
Step 2. Set the date range and use the search bar to find specific leads. Else,look for the leads on the List column..
Step 3. Optional you can also apply the following filters for a more targeted search:
List
Last Disposition
Lead Source
Dial Attempts.
Still Need Help? Contact support for further help.