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LimeCall
  • Welcome to LimeCall
    • ❓What's In The Box?
  • 🚀Getting Started
    • 🚀Activate Your Trial
    • 🚀Getting Started Checklist for Admin
      • ⬇️Step 1 | Setting Up Call Forwarding
      • ⬇️Step 2 | Install Widget
      • ⬇️Step 3 | Invite A Team Member
      • ⬇️Step 4 | Configure Notifications
      • ⬇️Step 5 | Set Personal Working Hours
      • ⬇️Step 6 | Set Business Hours
      • ⬇️Step 7 | Personalize Your Widget
      • ⬇️Step 8 | Integrate Your Calendar
    • 🔧Settings
      • Personal Settings
      • Company Settings
      • Platform Settings
        • Calls
        • Schedules
        • Countries
        • Auto Response
        • BlackList
        • Caller ID
      • Quick Replies
      • Lead Qualification
      • Users + Teams
      • Billing
      • Integration
      • API
      • Audit Log
      • Installation
      • My Page
    • 🚀Getting Started for Agents
      • ⬇️Configure Work Hours
      • ⬇️Setup Call Forwarding
      • ⬇️Test Call Forwarding
      • ⬇️Configure Profile
      • ⬇️Configure Virtual Number (If assigned)
      • ⬇️Watch a Demo Video
    • 🚀Widget Setup
      • ⬇️Installing the Widget
      • ⬇️How each Widget theme works
        • Comparing each Widget theme functions
        • Classic Widget
        • Smart Widget
        • Modern Widget
        • Callback Widget
        • Ultimate Widget
      • ⬇️Widget Basic Settings
      • 🆕Customize the Widget to your brand design
      • 🆕Customize the Call Button to your brand design
      • 🆕Adding / Removing Channels to your widget
      • 🆕Adding Social & External Links
      • ☑️Testing Your Widget
  • ℹ️Onboarding Guide
    • Click 2 Call
    • Virtual Number
  • ℹ️Getting Started Guide
    • ⬇️Installing the Widget
    • ⬇️Widget Templates
      • Comparing each Widget theme functions
      • Classic Widget
      • Smart Widget
      • Modern Widget
      • Callback Widget
      • Ultimate Widget
    • ⬇️Widget Basic Settings
    • 🆕Customize the Widget to your brand design
    • 🆕Customize the Call Button to your brand design
    • 🆕Adding / Removing Channels to your widget
    • 🆕Adding Social & External Links
    • ☑️Testing Your Widget
  • 📔Manager's Handbook
    • Learn the basics of LimeCall
    • Login to LimeCall
    • Start managing your first lead
    • Set up the Agent App
    • Bring people on board
    • Edit Agent profile
    • Test LimeCall with teammates and friends
    • Check out the basic tools and features
    • Set up the Widget
    • Customize the Widget
    • Add LimeCall to your website
    • Start connecting
    • Choose a plan and subscribe
    • Adding A Payment Method
    • Dive into Reports
    • Train your team
    • Go beyond basic features
    • Register for A2P
      • Registering for A2P
      • A Complete Guide to A2P 10DLC
      • LimeCall Messaging Policies
      • Compliance Requirements
      • Is LimeCall HIPAA Compliant?
  • 💡Use Case Examples
    • For Business Texting
    • For Call/Meeting Scheduling
    • Personal Booking Page
    • Callback Automation Platform
      • Reduce Lead Response Time
    • Business or Additional Number
    • Lead Routing
      • For Lead Notification & Distribution
    • Facebook Lead Ads
  • ⁉️FAQs
    • General
      • What is LimeCall used for?
      • How do I activate my Free Trial?
      • Is it mandatory to verify the number?
      • Trial Activated, what next?
      • Getting Started Checklist - What is it and must I complete it?
      • What languages does LimeCall support?
      • Do I need coding experience to install LimeCall on my site?
    • Dashboard
      • Setting up your profile
      • How to add several users to one LimeCall account?
      • What is the "Customer answer rate"?
      • What is the 'Agent answer rate'?
      • Can I manage the access level of team members to my account?
      • Can I assign specific teams & users to a specific widget/site?
    • Calls
      • What is a call button?
      • What is the time limit per call?
      • How to block spam callers?
      • How to assign an incoming number?
      • How to switch off SMS notifications?
      • What are Call Settings
      • Setting Caller ID
      • Will I get a toll-free phone number from my preferred country included in the Pro Plan?
      • Receiving digital calls from your website and app (WebRTC)
    • Widget
      • Customise the appearance of the Widget's design
      • The basic settings of the Widget Display
      • How can I design my Widget Template?
      • How to set your business hours?
      • Where do messages from the LimeCall widget go?
      • Can I choose where the widget is displayed?
    • Platform
      • Can I save individual and company contacts?
      • How to check the activity of Leads?
      • How to allow Customers to schedule a Call?
      • Selecting which URL’s display your widget?
      • How to add users and teams to your Dashboard?
    • Working Hours + Availability
      • How to add business hours to reflect team availability?
      • Turning off my team's availability
  • ⚠️Troubleshooting
    • Dashboard
      • Trouble logging in?
      • Why is the widget not displaying on my website?
      • LimeCall System Status
      • Resetting your password
    • Calls
      • Outbound calls are not connecting
    • Widget
      • Why is the Widget is loading slowly on my website?
    • Troubleshooting For Admins
      • Trial is not working
      • Widget not working
      • Callback not showing on widget
      • Widget web call not working
      • Unable to make outgoing calls
      • Unable to send/receive SMS
      • Unable to purchase incoming number
  • 🔀Data Integrations
    • HubSpot
    • Zapier
    • Slack
    • API
    • Google Calendar
  • Channels
    • ↗️Channels Overview
    • ↩️WebHooks + API
    • 🔢Virtual Phone Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 🌀Web Widget
    • 🗓️Personal Booking Page
    • 🔽Integrations
      • Website Contact Forms
      • TikTok Leads
      • Clickfunnels
      • WordPress
      • Google Forms
  • Agents Usage Guide
    • 🔍Overview
      • Admin Web Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Agent Dashboard
        • Managing Leads
        • Managing Calls
        • Managing SMS
      • Andriod App
      • Chrome Extension
      • Call Forwarding
    • 📨Send & Receive SMS
    • 📞Making Calls
      • 📞Making calls from your Admin Web Dashboard
      • 📞Making calls from your Agent Dashboard
      • 📞Making calls from your Android App
      • 📞Making calls from your Chrome Extension
      • Making A Call From The Dialer
      • Calling a lead
    • 📞Receiving Callbacks
    • 📈SMS Campaigns
      • Create and manage lists
      • Send bulk SMS
      • Track campaigns
    • 🔢Virtual Numbers
      • Purchasing a virtual number from your Dashboard
      • Forwarding a number
        • Forwarding to your team
      • Call Routing and IVR
      • Manage Your Virtual Number
    • 👥Managing Leads
      • Types of Leads
      • Lead Management
      • Lead Qualification
      • 🆕Manually Adding A Lead
      • 🆕Lead Pipeline
      • Lead Filtering
      • Tags and Segments
    • ▶️Video Tutorials
      • Dashboard
      • Leads
      • Conversations
      • Contacts
      • Virtual Numbers
      • Campaign
      • Analytics
      • Settings
      • Widget
      • Call Recording
      • Team Collaboration
      • Call Pop
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  1. Agents Usage Guide

Managing Leads

Here you will find how to manage leads with LimeCall.

PreviousManage Your Virtual NumberNextTypes of Leads

Last updated 1 year ago

👥
Types of Leads
Lead Management
Lead Qualification
🆕Manually Adding A Lead
🆕Lead Pipeline
Lead Filtering
Tags and Segments