Lead Management
Add, edit, tag, filter, and export leads from the Leads list view.
The Leads list gives you a table view of every contact in your Ayorax CRM with powerful filtering, bulk actions, and inline editing.
Adding leads
- Manual: CRM → Leads → Add Lead
- Import: CRM → Leads → Import CSV (standard CSV columns)
- Automatic: Connected CRM sync or Lead Engine generation
- API: POST /v1/leads with full field mapping
Lead fields
| Field | Description |
|---|---|
| Name | First and last name |
| Primary contact email (used for outreach) | |
| Phone | For AI calling and WhatsApp |
| Company | Company name (used for AI personalization) |
| Source | Where the lead came from (e.g. website, campaign, import) |
| Stage | Current pipeline stage |
| AI Score | 0–100 intent score calculated by AI (auto-updated) |
| Tags | Custom labels for filtering and segmentation |
| Assigned To | Team member responsible for this lead |
Bulk actions
Select multiple leads using the checkbox column, then choose from: Move to stage, Assign to member, Add tag, Add to campaign, Export CSV, Delete.
Lead Detail view
Click any lead to open its detail page. Here you see the full activity timeline (emails sent, calls made, AI replies), notes, tasks, and a conversation history from all channels.
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Importing Leads via CSV
Upload a spreadsheet of contacts and map fields to your CRM in minutes.
AI Lead Scoring Setup
Understand how the 0–100 AI intent score is calculated and how to configure it.