Lead Data and Calling
Use Lead Data to organize records for outbound calling. Admins create data sets, import records, assign executives, and make the data set live. Assigned users find their work in My Queue. The data set's Reports tab shows calling progress.
Entry pointCRM → Lead Data
In the grouped web sidebar, expand CRM and select Lead Data. Some focused roles see Lead Data directly in their sidebar. The mobile app has a separate Lead Data flow.
Start Here
| What you need | Guide |
|---|---|
| Follow the complete web workflow | Calling Data / Lead Data in the Web App |
| Create a data set and import records | Set Up Calling Data for Your Team |
| Assign or rebalance records and manage a live data set | Manage a Lead Data Set |
| Find assigned records | Find Lead Data in the Web App |
| Work through calls and callbacks | Work Your Call Queue |
| Create a CRM contact from a record | Create a Contact from Lead Data |
| Write a reusable script | Write the Script Your Team Reads |
| Review team progress | Track How Your Calling Team Is Doing |
Where the Work Happens
Admins and managers with access see Data Sets, My Queue, and Scripts. A calling executive normally sees My Queue and Scripts. Open a data set to use Overview, Data & Assignment, Leads, Call Dispositions, and Reports.
The data set begins as Draft. An admin can import Lead Data while it is a draft, assign the records, and select Activate. The status then shows Live, and assigned records become available in the queue. Admins can later Pause or Complete the data set.
If a control is missing, ask an account admin to check your role and access. If assigned records in a live data set do not appear after clearing queue filters and refreshing, contact Brixi support with the data set name and an error message or screenshot.