---
description: Here you will find how to manage calls and leads with LimePhone
---

# Call + Lead Management

We will take a close look at all aspects and functions of the Lead View within your Dashboard.

To view and manage all aspects of your calls and leads: [**Dashboard > Leads**](https://app.limephone.io/leads)

### **LimePhone Lead View**

View Calls and Outbound Calls.

Calls can be filtered into Missed, Answered, Voicemails and All providing an overview of all leads.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FW69Jw2V4WQ0VFc79SNgX%2Fimage.png?alt=media&#x26;token=addc1c54-512a-4c49-a8dd-18ae0dd7d487" alt=""><figcaption></figcaption></figure>

The Filter panel gives an overview of your leads status.

**Your Leads** - Leads that have been assigned to you.

**Unassigned** - Leads yet to be assigned to a Team Member

**All Assigned** - All Leads assigned to Team Members

**New** - New Leads

**Closed** - Leads your have closed

**Bad Fit** - Leads that are not suitable

**Favorites** - Leads you have marked as favorites

You can are able to filter the view by Lead Owner, Agent, Call Type, Lead Score etc.

View each Lead at a glance with Date, Contact, Source, Owner, Qualification, Call Info including Call Recording Playback, Tags and Actions.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FPR3yfMcadN44N2e3nlWv%2Fimage.png?alt=media&#x26;token=1dfb217e-1588-4d84-8089-a69faf4edc23" alt=""><figcaption></figcaption></figure>

### **Lead Preview**

Preview each Lead with a detailed insight at an immediate glance.

This allows you to multiple 'Quick Actions' depending on the Lead.

Quick Actions include Owner, Lead Score, Lead Interest, Lead Status, Lead Stage and Tags.&#x20;

All of which can be instantly updated as your team connect with the Lead.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FvsoHHYSEPbw5QcuLTUiV%2Fimage.png?alt=media&#x26;token=c1d48b34-9502-480c-b9f9-d7bff34f02c0" alt=""><figcaption></figcaption></figure>

One click to Call, Callback or Send SMS.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2Fyzak4CZ2aDpiYCkhQTWS%2Fimage.png?alt=media&#x26;token=c764ee0b-5812-4d66-97ca-318f5ae09183" alt=""><figcaption></figcaption></figure>

View all Lead information including Lead Form & Data, Insights, Activities and Timeline to better make informed decisions.

Team can add additional notes directly from the Preview Panel.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2F4PWhxq1yP21ZsOylMGhd%2Fimage.png?alt=media&#x26;token=c5553341-d365-4490-8e7b-efa66913c7eb" alt=""><figcaption></figcaption></figure>

### **Full Lead Profile**

To view a Lead's Full Profile select the Lead Preview button, and select 'Full Profile.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2Fb7XSH90PASfa1CE0ug2d%2Fimage.png?alt=media&#x26;token=0ea1806a-5bdc-4f3f-938c-be060711a4d9" alt=""><figcaption></figcaption></figure>

Full Lead Profile provides a complete details view of each Lead.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FNZEdFfXJOMsJaBbeP0ar%2Fimage.png?alt=media&#x26;token=f6789a27-ab5c-4187-bfad-47e1cbb83aab" alt=""><figcaption></figcaption></figure>

Qualify the Lead as a Good or Bad fit.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2Fb37uvKzCZhWmip3rq6SW%2Fimage.png?alt=media&#x26;token=47e35b90-2625-4dea-9ccc-8810df1b1cc4" alt=""><figcaption></figcaption></figure>

You are able to Share the Lead, and change Owner, Score, Interest, Status, Lead Stage and Tags.&#x20;

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FyK1oRKmGh4Zz6zmJg4Gw%2Fimage.png?alt=media&#x26;token=e4e05be7-7ce9-4e62-b3b5-dc959a265365" alt=""><figcaption></figcaption></figure>

Add additional Tags to track your Leads.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FWTBrmGBrVE3lhAfyamRp%2Fimage.png?alt=media&#x26;token=89dea26d-9cab-4c41-84f2-7f2b7471ab38" alt=""><figcaption></figcaption></figure>

All Lead activities, calls, emails, SMS, Logs and Team Updates.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2F5Hi2ZSdMsHbs1FV7FOJh%2Fimage.png?alt=media&#x26;token=398098fb-74be-4c9f-8cce-bff67733e5c8" alt=""><figcaption></figcaption></figure>

Drop down sections allow you to quickly view Call Logs, Contact Info, Agent Feedback, Insight Info, Lead Device Data, UTM Info and a complete Customer Journey Summary.

<figure><img src="https://1027156630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnxJ7rXUjNw2nB05ES8LY%2Fuploads%2FbwaBNbpzZaEL7WMpVA9S%2Fimage.png?alt=media&#x26;token=4ceefd7b-8303-45ac-8650-6662e33527e1" alt=""><figcaption></figcaption></figure>

LimePhone's Lead Section allows your team complete control at every stage, in each view.

### **Need help?**

No problem, that's why we're here, [**chat now**](https://www.limephone.io/)!&#x20;

Checkout our [**Video Guides**](https://docs.limephone.io/video-guides).
