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Lead Quality Metrics

Lead Quality Metrics show you how your leads are progressing through your pipeline. Each contact has a status that reflects where they are — so your team always knows who needs attention and who is ready to convert.

Lead Status Overview

StatusWhat It Means
NewContact added, not yet called
Attempting ContactBeing reached — calls in progress
QualifiedShowed interest during the call
Demo ScheduledDemo has been booked
In EvaluationCustomer is considering your offer
ContractedAgreement or contract in place
Closed-WonSuccessfully converted
Closed-LostDid not convert
NurtureNot ready now — kept for future follow-up

Where to Find Lead Status Data

Dashboard → Contacts & Leads → Filter by Status

  1. Go to Contacts & Leads
  2. Use the Status filter to view leads by any status
  3. Click on any lead to see the full call transcript and conversation details

What Good Lead Quality Looks Like

If most of your leads are staying at New or moving to Closed-Lost, consider:

  • Reviewing the campaign target list — are you calling the right people?
  • Updating the agent's qualification questions — are they asking the right things?
  • Adjusting the campaign message — does it match what the customer needs?

Lead Quality by Campaign

You can check lead quality per campaign:

  1. Go to Dashboard → Campaigns
  2. Open a campaign
  3. Check the contact table — outcomes show which leads responded positively

Sending Lead Quality Data to Your CRM

Lead classifications are automatically pushed to your CRM or Google Sheets after every call.

Go to Dashboard → Integrations to connect your tools.


Next Steps