> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avidra.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Manage recovered callers, pipeline stages, manual follow-ups, and lead review workflows.

The Leads page is the main operational workspace for recovered callers. Avidra groups calls by caller so your team works from a cleaner, caller-first queue instead of a raw event stream.

## What you can do

<CardGroup cols={2}>
  <Card title="Review recovered callers" icon="list">
    See all recovered leads grouped by caller with activity previews and call timestamps.
  </Card>

  <Card title="Manage pipeline stages" icon="kanban">
    Move callers through stages: new → contacted → quoted → booked → closed.
  </Card>

  <Card title="Send manual follow-ups" icon="send">
    Trigger a follow-up SMS directly from the lead record when you want to reach out manually.
  </Card>

  <Card title="Inspect call history" icon="history">
    Review repeat callers and grouped call history for full context before calling back.
  </Card>
</CardGroup>

## Views and filters

The Leads page supports multiple ways to find and organize leads:

| Feature             | What it does                                                   |
| ------------------- | -------------------------------------------------------------- |
| Grouped caller list | Consolidates repeat callers under a single lead entry          |
| Pipeline filter     | Filter leads by stage (new, contacted, quoted, booked, closed) |
| Search              | Find leads by phone number or message content                  |
| SMS status filter   | Filter by messaging health (sent, delivered, failed)           |
| Pagination          | Navigate large lead lists with page size controls              |

## Lead data

For each grouped caller, you can review:

| Field               | What it shows                                              |
| ------------------- | ---------------------------------------------------------- |
| Caller phone number | The number that called your business                       |
| Latest call time    | When the most recent call came in                          |
| Pipeline stage      | Business progress (new, contacted, quoted, booked, closed) |
| SMS status          | Messaging health and delivery state                        |
| Reply preview       | The last message in the conversation                       |
| Call history        | Earlier calls from the same number                         |

## Pipeline stages explained

Pipeline stages track where each lead stands in your business workflow:

<Steps>
  <Step title="New">
    The lead was just recovered. No human interaction yet. This is the stage that needs the most attention — new leads cool off fast.
  </Step>

  <Step title="Contacted">
    Your team has reached the caller. Move leads here after a callback, reply, or manual follow-up.
  </Step>

  <Step title="Quoted">
    A price or estimate has been provided. The lead is considering your offer.
  </Step>

  <Step title="Booked">
    The job is scheduled. The lead has committed to a date and time.
  </Step>

  <Step title="Closed">
    The job is completed or the lead is no longer active. Archive it here.
  </Step>
</Steps>

## Pipeline stages vs. SMS status

<Note>
  Pipeline stage and SMS status are separate concepts. Do not confuse them.
</Note>

* **Pipeline stages** represent business progress: where is this lead in your workflow?
* **SMS status** represents messaging health: did the text-back actually deliver?

A lead can be in "new" pipeline stage with a "delivered" SMS status — meaning Avidra texted them successfully, but your team has not followed up yet.

## Manual follow-up

You can trigger a manual follow-up message from the Leads area. Avidra checks workspace provisioning, billing status, and plan support before sending.

When successful, Avidra sends an outbound SMS through Twilio, records the message, updates the lead, and logs a lead event.

<Warning>
  Manual messaging is plan-gated. If the option is not available, check [Billing and Plan](/configuration/billing-and-plan).
</Warning>

## What to monitor

* Leads stuck in "new" with no progression — these are cooling off
* Leads with failed SMS status — the text-back did not reach the caller
* Repeat callers with no follow-up — they called multiple times and never heard back
* High volume in needs-attention groups
* Large gaps between missed-call volume and recovered-lead volume

## Common mistakes

* Leaving leads in "new" even after a real conversation has started
* Using manual follow-up as a substitute for fixing phone setup issues
* Ignoring repeated failed SMS events — they indicate a delivery problem
* Not reviewing repeat-call history for the same caller — you may be missing urgent leads

## Related pages

<CardGroup cols={3}>
  <Card title="Conversations" icon="messages-square" href="/using-avidra/conversations">
    View SMS threads.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/using-avidra/dashboard">
    Monitor recovery metrics.
  </Card>

  <Card title="AI SMS Conversations" icon="bot" href="/how-it-works/ai-sms-conversations">
    How AI handles threads.
  </Card>
</CardGroup>