Getting started with Lead Center

Lead Center is a lead management and communications solution that compiles all of your incoming, active, and recent calls, text messages, and form submissions into one single inbox. You can use it in place of (or alongside) your existing phone system. And Lead Center lets you respond to missed messages in a single click.

CallRail’s Lead Center helps businesses seamlessly engage with their leads through easy-to-use communication tools and workflows. You’ll never miss a lead via phone or text, and can automatically track contact details and conversation history all in one place.

What you’ll learn:

  • What Lead Center is and the value it provides
  • How to set up agent permissions and teams
  • Answering, transferring, and monitoring phone calls
  • Sending and receiving text messages
  • Classifying phone calls and text messages
  • How to use the Lead Center Mobile App