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Find and Prioritize Lead Data on Mobile

Lead Data is the mobile calling workspace for records assigned to you. It gives you a calling home view and a queue, so you can start with callbacks that are due before working fresh records.

Entry pointBrixi mobile app → Home → Lead Data

Who Can Do This​

Sales agents and other users assigned Lead Data can work their own queue. A manager or account admin controls assignments and calling access for the workspace.

Open Your Queue​

  1. On Home, tap Lead Data.

  2. On Calling home, review Due, Pending, Worked, and Interested counts. Tap the Next best lead card if you want to start with the suggested record.

  3. To see more records, tap Open Lead Data.

  4. Choose a queue tab:

    TabWhat you will find
    DueRecords whose scheduled callback time has arrived.
    PendingFresh records you have not called yet.
    CalledRecords with at least one call attempt.

  5. Tap a card to open its calling workspace. The card shows the name, an available phone number, the attempt count, and callback or last-call information. Phone numbers may be masked by your workspace's access settings.

After you finish a call, return to the queue and pull down to refresh. A logged first attempt can move a record from Pending to Called; a scheduled callback appears under Due when its time arrives.

Common Issues​

IssueWhat to check
Lead Data is missing from HomeAsk your admin to confirm your mobile access and assignment.
A tab is emptyCheck the other tabs and pull down to refresh. Due only shows callbacks whose time has arrived.
A record you expected is missingConfirm with your manager that it is assigned to you.
A phone number is hiddenYour workspace may mask contact details for your role. Ask your admin about access.
The queue does not loadCheck your connection and pull down to retry.

Contact Brixi support if an assigned record is still absent after your manager confirms the assignment and you refresh. Include the record name, the tab you checked, and the time you checked it. Do not send customer phone numbers in a support message unless support asks for them through an approved channel.

See Call and Log Lead Data for the next step, or Create a Contact from Lead Data when the record is ready for your CRM.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.