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New Release: Lead Dashboard

What's New

A centralized hub to monitor and manage all your leads with real-time visibility into their status and performance.

💬 View Lead Conversations

  • One-Click Access: Click the eye icon on any lead to instantly view the full conversation history

  • Complete Context: See all messages exchanged between your AI and the lead

  • Conversation Timeline: View the entire flow from initial contact through follow-ups

  • Lead Details: Access complete lead information including:

    • Contact information and metadata

    • Strategy used for engagement

    • Timestamps for all interactions

    • Current status and progress

  • Debug Failed Conversations: For leads with errors, see exactly where the conversation stopped and what went wrong

⚡ Error Management

  • Spot failed leads immediately with prominent error indicators

  • Hover over error badges to see detailed error messages

  • Filter to show only leads with errors for quick troubleshooting

  • Clear visual distinction between different error types

  • Retry Failed Leads: One-click retry for leads with errors after fixes are applied

  • Bulk Actions: Select multiple leads for mass retry or status updates

📊 Performance Metrics

  • Monitor conversion rates (successful vs. failed leads)

  • Track average completion progress across all active leads

  • View total lead counts by status

  • Click any metric card to instantly filter the table

🎯 Efficient Lead Management

  • Search leads by ID, GHL ID, or name

  • Sort by any column (date, status, strategy, etc.)

  • Filter by status, progress percentage, date range, or strategy

  • View 10-100 leads per page with pagination

🚀 Getting Started

  • Access the Lead Dashboard from the main navigation menu

  • Select your client to view their leads

  • Use the search bar for quick lead lookup or apply filters to narrow down results

  • Click on any lead's eye icon to dive into conversation details

💡 Pro Tips

  • Use the Test Leads toggle to hide test data and focus on real customer interactions

  • Click the metric cards at the top to quickly filter by lead status

  • Combine multiple filters to create powerful queries (e.g., "Failed leads from last week")

  • Set up regular check-ins to monitor failed leads and retry them after addressing issues