Lead list

In the project side menu, open Leads. The list page shows leads from all project channels available to you that have not been deleted.

What the list shows

The table shows the lead name and external ID, channel, subscription status, source, and creation date. The status column also marks blacklisted leads. It does not show the platform-side block flag: use the Blocked filter or open the lead profile.

Select a lead row to open its card. The row menu lets you refresh the profile from the platform, edit the operator note, add the lead to the blacklist, or remove it from the blacklist.

Search and channel

Search matches first name, last name, full name, username, and external ID. You can omit the @ before a username.

Use the Channel filter to select one or several project connections. Select All channels to show leads from every available non-deleted channel again. Leads from a deleted channel are excluded from the list, export, current-selection refresh, and bulk operations.

The adjacent Channel type filter keeps leads from the selected platform: Telegram, VK, MAX, Avito, Discord, Email, StreamVi, or the website widget.

Lead list. Highlighted elements: 1. Search; 2. Channel filter; 3. Channel type; 4. Refresh — 1. Search · 2. Channel filter · 3. Channel type · 4. Refresh

Refreshing data

Refresh starts a background update for leads that match the current filters. Managing leads permission is required.

Check the table selection before starting. The refresh dialog contains the history of previous runs. Select Start refresh; after the start, the cabinet shows progress and counts for refreshed, skipped, and failed records.

Lead list. Highlighted elements: 5. refresh dialog; 6. history of previous runs; 7. Start refresh — 5. refresh dialog · 6. history of previous runs · 7. Start refresh

To update one lead, open its profile and use profile synchronization.

If the required lead is missing

Clear search and unnecessary filters, then select All channels.
Try the exact external ID or username.
Check whether the connected channel received an event from the user. For a VK lead from a comment or Like, find the matching event in history.
Refresh changes data only for existing leads and cannot create a missing record. If the event exists but the lead does not, keep the channel, external ID, and event time and send them to support.

Detailed guides

Lead filters: Select an audience by subscriptions, variables, sources, and funnel stages.
Bulk actions: Apply an action to several leads: assign an agent, start an automation, or change segment membership.