Lead & Call Management

Search, manage, and act on every lead in one console

Lead Capsule's lead management console gives you a single place to find any lead your company has captured or purchased, across every vertical, and take action on it immediately. Search by nearly any data point, review results, then export, sell, repost, return, or update leads without switching screens.

Search by the criteria that matters to you

Combine any of the following to narrow a search down to exactly the leads you need:

• Lead ID - jump straight to a single lead.
• Status - accepted, rejected, returned, or pending.
• Source - web form, import, post-in, CRM, email, vendor, or vendor campaign.
• Sales - leads sold, or not sold, to a specific client or campaign, filtered by client-side status, times sold, or times rejected.
• Dates - created, purchased, sold, or returned.
• Fields - choose which system fields appear in results, and group results by any of them.
• Data - filter on any custom field definition you collect, such as state or age range.

Preview results, then act

Preview matching leads and sort by any field before you commit to an action. Every result set supports:

• Export - pull leads to a CSV file. See Bulk Export for high-volume exports.
• Sell & export - record a sale to a client or campaign and save the file or email it directly.
• Post/repost to a campaign - deliver leads to a client's API, CRM, or FTP server, or email them individually or in a batch. See Lead Distribution.
• Return - return individual leads or a batch to the vendor, with predefined or open return reasons.
• Undo a return - reverse a return on one lead or many if a mistake was made.
• Change status - move a lead between pending and accepted, with control over the transaction date.
• Add, edit, or delete - manually add a lead to any vertical, edit any field or price, or delete individual leads, a search result set, or an entire vertical.

Built to work with the rest of Lead Capsule

Lead management is the operational hub that connects to the rest of the platform: leads flow in from web forms and Host & Post integrations, out through distribution, and into the CRM Portal and reporting dashboards your team already uses.