> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/sales-performance/managing-leads.md).

# How to manage your leads

For rating definitions, see the [ILA lead rating system](/en/agent-optimization/ila-rating-system.md).

The Leads view is your team's command center. Access it from the sidebar under Leads > Leads. It has two views: Table and Funnel.

## Table view

The default view shows all leads in a sortable table. Available columns:

| Column               | What it shows                 | Visible by default |
| -------------------- | ----------------------------- | ------------------ |
| Name                 | WhatsApp display name         | ✅                  |
| Phone                | Full number with country code | ✅                  |
| Conversation Summary | AI-generated summary          | ✅                  |
| Qualification        | 0–5 star score                | ✅                  |
| Sentiment            | Positive / Neutral / Negative | ❌                  |
| Outcome              | Won / Lost / empty            | ✅                  |
| Assigned To          | Team member responsible       | ✅                  |
| First Activity       | When the lead first contacted | ✅                  |
| Last Activity        | Most recent interaction       | ✅                  |
| Traffic Source       | Acquisition channel           | ❌                  |

## How to customize the columns you see

Click the Toggle columns button in the top bar to choose which columns are visible. Toggle each column on or off to show only the information relevant to your workflow.

* Salespeople — keep Name, Phone, and Qualification visible for a focused view
* Managers — add Assigned To and Last Activity to monitor team activity
* Attribution analysis — add Traffic Source to see which channels your leads came from

Your column selection stays active until you change it again.

## Funnel view

Click the Funnel tab to see your leads organized as a kanban board by sales stage. Each column represents a stage in your pipeline. Move leads between stages by dragging their card or using the assignment dropdown on each card.

Each lead card shows the lead's name, phone number, AI-generated intent summary, and assigned team member.

## How to manage funnel stages

Stages are fully customizable. To create a new stage, click the 3-dot menu on any existing stage column and select Create new stage. To delete a stage, select Delete stage from the same menu.

A Lost Leads section at the bottom of the funnel shows leads that were removed from the active pipeline.

## Filtering your leads

Click Filters to narrow leads by: Sentiment, Tags, Qualification (0–5 stars), Assignee, Source, Medium, and Campaign. Use First Activity in the top bar to filter by date range. Click Clear All to remove all active filters.

Use Qualification and Sentiment together. A 5★ lead with positive sentiment needs a response within 5 minutes. A 5★ lead with negative sentiment needs objection handling first.

## How to assign a lead manually

1. Open the lead from Leads > Leads or Leads > Conversations.
2. In the Information tab of the right panel, find the Assigned to field.
3. Click the dropdown and select a team member.
4. The assignment is saved immediately — no confirmation needed.

To reassign a lead, repeat the same steps and select a different team member.

## How lead assignment works with Round Robin

Round Robin distributes incoming leads automatically and evenly across the members of a group. When a new lead comes in, the system assigns it to the next available member in rotation — so no single team member gets overloaded.

To use Round Robin:

1. Go to Organization > Settings > Groups.
2. Create a group and add the team members who should receive leads.
3. Assign that group to your agent's routing configuration.

Once configured, every new qualified lead is assigned automatically without manual intervention. You can still reassign individual leads manually at any time.


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