Leads: what your assistant took down

When someone calls or texts your business, your assistant writes down what they need and hands it to you. That's a lead — and it's what the Leads screen is full of.

What's in one. Who got in touch and their number, one paragraph on what they need (plus a line in their own words), the specific details you asked to have found out, when they said to reach them, what they've contacted you about before, and — most importantly — what your assistant already told them. That last part matters: if it said someone would call back today, you should know that before you dial.

Where it reaches you. A new lead lands four places at once: an email with the full write-up, a short text so you see it on your lock screen, a push notification, and here in the app. It's one lead, not four notifications — the same thing, wherever you happen to be looking.

The four groups. New is what you haven't dealt with. Open is what you've started on. Done is finished. Screened is the robocalls and wrong numbers your assistant filtered out. They're in recency order inside each group, and that's the whole ordering — no scores, no rankings, nothing telling you which customer is worth more. That's your call, not a computer's.

Nothing gets thrown away. A lead you mark done can be reopened when they call back. A screened call is still there, one tap from "this was real" if your assistant got it wrong — and when you tap it, the call is put back into your numbers too, instead of staying logged as spam.