Lead Module Configuration

1. Introduction

The Lead Module within Campaigns enables management of campaign-specific leads, including uploading, tracking, filtering, and monitoring lead statuses throughout the campaign lifecycle.

The Campaign Leads Module is dependent on the Campaign Module and is only accessible when the Campaign Module is active.

This setup includes:

1. Activating the Campaign Module
2. Accessing Leads via Campaign
3. Managing leads within campaigns

2. Configuration Overview

Step	Description
Step 1	Activate Campaign Module
Step 2	Access Campaign Leads
Step 3	Manage Leads
Step 4	Track Lead Status

3. Module Configuration Activation

Step 1

Navigation:

Configuration → Modules → Campaign

Description:

The Campaign Leads Module becomes available only when the Campaign Module is enabled.

Behavior:

• Leads Module is NOT displayed under CRM Modules
• Leads are accessible via:
  Campaign → View Leads

Outcome:

• Lead management is enabled within campaigns
• Leads are linked directly to campaigns

4. Lead Management

Overview:

All leads are displayed in a structured tabular format for easy tracking and management. If user need to add a new field user can get access with CRm module configuration Campaign Upload module field configure , same like CRM field configurations

Fields Displayed:

• Name – Lead name
• Phone Number – Contact number
• Email – Email address
• Campaign Name – Associated campaign
• Lead Status – Current status of the lead

Behavior:

• Each lead is automatically linked using campaign_id
• Leads belong to a specific campaign and cannot exist independently

5. Lead Upload and Export

Lead Upload

Leads can be added into a campaign using supported methods such as file uploads or CRM modules.

Behavior:

• Uploaded leads are automatically assigned to the selected campaign
• Leads will initially have a default status (e.g., Pending)

Export Leads

Navigation:

Campaign → View Leads

Description:

Allows exporting lead data for reporting or external usage.

6. Lead Status Management

Each lead progresses through different statuses during the campaign lifecycle.

Status	Description
Pending	Lead is uploaded but not yet queued for calling
Queued	Lead is added to dialing queue (Power Campaign)
Dialing	System is attempting to call the lead
Waiting in Call Queue	Lead is waiting for agent availability
Connected	Call successfully connected
Not Connected	Call attempt failed to connect
Rescheduled	Follow-up call is scheduled
DNC	Marked as Do Not Call
Archived	Lead removed manually or via duplicate handling
System Failure	System dropped the call without dialing

7. Lead Removal

Description:

Leads can be removed before campaign execution.

Behavior:

• Removed leads are NOT permanently deleted
• Status is updated to Archived
• Archived leads remain available for reference and reporting

8. Filtering and Sorting

Filtering Options:

Leads can be filtered based on:

• Lead Status
• Name
• Phone Number
• Email

Sorting Options:

• Supports multi-level sorting
• Sorting order:
  • Ascending (ASC)
  • Descending (DESC)
• Multiple fields can be combined for advanced sorting

9. Module Restrictions

• The Lead Module cannot be deleted
• Leads are strictly tied to campaigns
• Direct access outside Campaign Module is not available