Leads & Profiles

Look up a lead

Give Tux a name, phone number, email address, or conversation link.

Find Alex Morgan and summarize their conversation.

Is this lead turned on, which profile are they assigned to, and have they opted out?

What happened during this lead’s recent calls and transfer attempts?

Ask about a profile’s published settings, including its conversation flow, channels, follow-ups, and transfers.

Explain the conversation flow for our New Leads profile.

Does our Re-engagement profile have calls and email enabled?

What follow-up schedule does this profile use?

Why might outreach be paused for this lead?

How do our outreach hours and this profile’s business hours affect contact attempts?

Check this profile’s transfer settings. What should we review for missed transfers?

To make changes, open Customer Profiles, the lead’s contact card, or Warm Transfer settings.