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Call and Log Lead Data on Mobile

Log each call attempt while the conversation is fresh. The outcome and any callback time determine where the record appears in your Lead Data queue.

Entry pointBrixi mobile app → Home → Lead Data → Open Lead Data → a record

Who Can Do This​

Agents with assigned Lead Data and an enabled calling method can place calls. If calling is disabled, ask an account admin to enable a calling option for your workspace.

Call a Record​

  1. Open a record from Due, Pending, or Called.
  2. On Info, review its details and Activity. Use Script if your team has attached a call script.
  3. Tap the dial action. If Brixi offers IVR and SIM, choose the method your team uses. SIM places the call with your phone; IVR uses a number configured for your workspace.
  4. After the attempt, open Disposition. Choose whether the call was connected, then select the most accurate call status, such as Interested, Rang, no answer, or Call Back.
  5. Choose a Next step when needed. For Call Back or Follow up later, set a future date and time. Add Notes and any feedback fields shown by your workspace.
  6. Tap Save to log the attempt and return, or Save & next to log it and open the next pending record.

You should see Call logged. The attempt then appears under Activity on the record. A due callback will appear in the Due queue after its scheduled time arrives.

Common Issues​

IssueWhat to check
Calling is disabled appearsAsk your admin to enable SIM or IVR calling.
Select a disposition appearsChoose how the call ended before saving.
Callback time required appearsSelect a future date and time.
The call will not saveCheck your connection, keep the record open, and retry. Avoid tapping Save repeatedly.
Save & next does not open another recordThere may be no pending records left. Return to Open Lead Data to check the queue.

Contact Brixi support if calls consistently fail to log after you have selected a status and confirmed your connection. Share the record name, the time of the attempt, and the error text.

To work a qualified record in the CRM, see Create a Contact from Lead Data.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.