Leads Page
The Leads page on the Customer Dashboard has two tabs: All Leads (a searchable, filterable table — everyone) and By Agent (a per-agent performance breakdown — Owner/Admin only). Available on every plan (Starter, Growth, Pro).
All Leads Tab
Viewing Leads
The leads table shows:
| Column | Description |
|---|---|
| Name/Email | Lead name with email below (if provided) |
| Phone | Phone number in monospace font |
| Service | What service they're interested in |
| Source | Color-coded badge: SMS (teal), Facebook (blue), Instagram (pink) |
| Status | Current pipeline status with color badge |
| Temperature | HOT (red), WARM (orange), COLD (gray), or dash |
| Date | When the lead was received |
| Assign (Owner/Admin only) | Dropdown to assign or reassign the lead to an Agent — see below |
Filtering & Searching
Search Bar
Type to search across name, phone, email, and service. Updates results in real time.
Filters
| Filter | Options |
|---|---|
| Status | All, New, AI (Contacted/Replied/Qualified), Assigned, Completed, No Reply, Lost |
| Source | All, SMS, Facebook DM, Facebook Ad, Instagram DM |
| Temperature | All, HOT, WARM, COLD, Pending |
| Assign (Owner/Admin only) | All Agents, Unassigned, or a specific agent |
| Date Range | From date / To date pickers |
Clear Filters
Click Clear All to reset all filters at once.
Results Count
Shows "X total leads" and "Y matching" when filters are applied.
Assigning Leads (Owner/Admin)
Owners and Admins get an Assign column with a dropdown on every row — pick an Agent to assign or reassign that lead on the spot, no need to open the Inbox app. The dropdown defaults to the current assignee (or "Unassigned") and only lists team members with the Agent role. A toast confirms who the lead was assigned to; if the request fails, the change reverts automatically.
Use the Assign filter next to Status/Source/Temperature to quickly see every lead for one agent, or every Unassigned lead still waiting to be handed out.
Agents don't see this column or filter — assigning to a different teammate is Owner/Admin only. Any team member can still claim an unassigned lead for themselves from the Inbox app's Assign to me action. See Team Management for the full roles breakdown, and Setup → AI → Auto-Assignment to have leads assigned automatically instead of by hand.
By Agent Tab
Owner/Admin only. A per-agent breakdown of lead volume and outcomes, so you can see how your team is performing at a glance — no spreadsheet exports needed.
| Column | Meaning |
|---|---|
| Agent | Team member's name and role |
| Received | Total leads ever assigned to them (within the date range, if set) |
| Won | Leads that reached BOOKED or COMPLETED |
| Lost | Leads that ended CLOSED_LOST or CLOSED_NO_RESPONSE |
| In Progress | Received minus Won minus Lost — still active |
| Close Rate | Won ÷ (Won + Lost), as a percentage. Shows "—" until at least one lead has been won or lost |
An Unassigned row at the bottom shows leads nobody has claimed yet — a quick way to spot leads waiting on Auto-Assignment or manual assignment. Use the same From/To date filter as the All Leads tab to check a specific period (e.g. this month) instead of all-time.
Responding to Leads
To respond to a lead, open the Lead Inbox app at app.leadhubai.io. The dashboard is for viewing, assigning, and analysis — conversations happen in the inbox.