Help guide
How to manage your leads
A 9-step walk-through of the My Leads workflow · from finding allocated leads to logging the call outcome and using the live teleprompter while you're on a call.
Open My Leads from your profile menu
The starting point for every call session.
Click your avatar in the top-right of any page. The dropdown shows My Leads between your dashboards and the divider above Sign out.
Santosh Kumar
santosh@b2bgrowthhub.com
- Dashboard
- My Visit
- My Supplier Dashboard
- Profile
- Organisations
- → My Leads ←
- My Team
Header user-menu dropdown · My Leads link is the gateway
If you don't see My Leads in your dropdown, ask an admin to set your role to SALES on /admin/users.
Filter, search and paginate your queue
Cut a 200-lead list down to the 10 you want to work right now.
Use the status pills at the top to filter by lifecycle stage (NEW · CONTACTED · BOOKED · QUALIFIED · etc), the category dropdown to filter by Visitor or Exhibitor, and the search box for free-text matches across name, email, company, and job title. The pager toolbar lets you pick 25 / 50 / 100 / All rows per page.
Showing 1–25 of 172 · page 1 of 7Per page · 25 ▾
Top of My Leads · counter pills + search + per-page selector
Selection persists across pages · admins can tick rows on page 1, jump to page 2, tick more, and the bulk-allocate bar at the bottom totals everything selected.
Open a lead's detail page
Click View · Edit on the right of the row.
Each row has a primary cyan View · Edit → pill on the far right. Click it to open the full detail page where you do everything else.
Belinda K.
📞 7540074854
BK networks · Presenter
Lead row · phone is also clickable to dial straight from the table
📜 View Call Script · the teleprompter
This is where you'd be looking for · a fully-personalised script you can read while on a call.
Scroll down to the Call History fieldset. The big 📜 View Call Script button sits in its top-right corner.
Call history
Log up to five conversations · date and a one-or-two- line outcome each · helps the next rep pick up where the last one left off.
📜 View Call ScriptCall History section header · the 📜 button is the trigger
Click 📜 and a full-screen teleprompter opens · 16 numbered steps from warm intro to professional close · each step has a Copy button · text-size selector (A / A+ / A++ / A+++) for arm's-length reading. Both [Name] and [Your Name] tokens auto-personalise to the lead and the logged-in user.
Step 1
Warm introduction
Step 2
Ice breaking
Step 6
Supply Chain
Step 7
Exhibitor
Step 8
Speaking & Awards
Step 16
Close
The script is a framework, not a rigid read. Pick 2–3 questions per section that fit the conversation. The only firm goal is “book the next discovery call”.
📞 Call Now · click-to-call
One-click dial · routes via X-bees if configured, falls back to your device's dialler.
In the Contact Details fieldset, the green 📞 Call Now button sits flush against the right edge of the Phone field. The button also lives in the page header just below the lead name, and the phone number on every list row is clickable.
Phone
Phone field with the inline Call Now button
Clicking Call Now auto-stamps the next empty Call History slotwith today's date and a placeholder “Call initiated…” outcome · so even if you forget to log the conversation, the attempt is captured.
Log the call outcome
One or two lines per call · what happened, what's next.
After (or during) the call, scroll to the matching call slot in Call History and type the outcome. There are 5 slots · First through Fifth. The “+ Stamp today on next empty slot” button below the rows pre-fills today's date so you can jump straight to typing.
First call
Outcome
Call slot · date + outcome side-by-side
🎧 Upload audio · 📄 Paste transcript
Per-call recording + full text transcript stored with the lead forever.
Below the date/outcome row on every call slot, two extra fields appear · 🎧 Audio recording and 📄 Transcript. Click ⬆ Upload audio to drop in an mp3 / wav / m4a file (50 MB max) · the inline player appears immediately and ↓ Download lets anyone fetch the file later. Paste the transcript into the textarea · click 📄 View transcript when text is present to read it fullscreen.
🎧 Audio recording
📄 Transcript📄 View transcript
Belinda: Hi, yes…
218 words · 1,247 characters
Audio + transcript section · only shows once a date is set on the row
Capture wait-list preferences
Record their top 4 priorities + any free-text remarks.
Above Call History sits the amber Wait-list preferences · sales call fieldset. Four ranked dropdowns let you pick the lead's top picks among Trusted Supplier, Exhibitor, Speakers, VIP Visitor, 40 Free Leads, Not Interested, None, or Other. Add any other context in the Additional remarks textarea below.
Wait-list preferences · sales call
Priority 1 · top choice
Priority 2
4 priority slots · OTHER reveals a free-text detail field automatically
Update status and save
Status moves the lead through the pipeline · save commits everything.
In the Pipeline fieldset, pick the new status from the dropdown · NEW → CONTACTED → QUALIFIED → BOOKED → PROPOSAL → CONVERTED → INVOICED → PAID. (Or LOST / ARCHIVED if it falls over.) Add Internal notes for anything broader than a single call. Click ✓ Save changes at the bottom and everything you've typed goes to the database.
Pipeline status flows left-to-right through 10 stages
Status changes via the inline dropdown on the list page apply instantly · no save needed · so you can blast through a batch of NEW → CONTACTED moves in seconds.
Ready to work the queue?
Open My Leads, pick the first NEW lead, hit 📜 View Call Script in Call History, then 📞 Call Nowwhen you're ready to dial.
Already have a B2B Growth Hub account? Log in to land straight on your lead queue.
Your team admin will need to set your role before My Leads shows up in your dropdown.