Skip to main content

Find Lead Data in the Web App

The Brixi web app shows your assigned calling work in Calling home and My Queue. Start with due callbacks, then work records you have not called yet.

Entry pointBrixi web app → CRM → Lead Data → My Queue

Who Can Do This​

Users with Lead Data access can see the queue assigned to them. Managers and admins can also manage Data Sets where their role allows it. In the current web app, only admins and super admins can change a Lead Data disposition or log a call from the call workspace.

Find Your Next Record​

  1. Open CRM → Lead Data in the web app. In a focused role sidebar, Lead Data may appear directly. Depending on your role, you may land on My Queue or see Data Sets first.
  2. On a personal dashboard, Calling home can show counts for due callbacks, pending records, worked records, and interested records. Select Start call to open its suggested record.
  3. Open My Queue to see assigned records across Data Sets. Use Callback due for callbacks whose scheduled time has arrived, Pending for uncalled records, or Called for records with a previous attempt. All shows the full assigned queue.
  4. Search by name or number, or use the callback-date filter to narrow the list. Select a row to open its call workspace.

The queue shows attempts, last outcome, and callback time. A bell beside the callback time indicates it is due. Phone numbers may be masked according to your workspace's access settings.

Common Issues​

IssueWhat to check
A record is missingClear search and filters, then ask your manager to confirm its assignment and Data Set status.
Callback due is emptyA scheduled callback appears there once its time arrives. Check All or Called for future callbacks.
You can open a record but cannot log a callThe web call workspace currently reserves disposition changes and call logging for admins and super admins. Ask your admin about your workflow.
A phone number is maskedAsk your admin whether your role has permission to see the full number.

Contact Brixi support if a confirmed assigned record remains absent after clearing filters and refreshing, or if an admin cannot open the call workspace. Share the Data Set name, record name, and any error text.

For the call steps, see Work Your Call Queue. To move a record into your CRM, see Create a Contact from Lead Data in the Web App.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.