Leads
Leads are automatically captured when Syntra (voice or chat) interacts with prospects. The Leads module tracks every enquiry, scores lead quality, and helps you convert prospects into customers.
How Leads Work
When a customer interacts with Syntra, the system automatically:
- Extracts customer information (name, email, phone)
- Identifies the service they're interested in
- Summarises their requirements
- Scores the lead based on urgency and engagement
- Creates a lead record linked to the conversation
Leads can progress through your pipeline from initial enquiry to quoted, invoiced, and converted — giving you full visibility of your sales funnel.
Leads List
Navigate to CRM > Leads to see all captured leads. The list shows leads grouped by contact.
Stats Cards
| Metric | Description |
|---|---|
| Total Contacts | Number of unique contacts with leads |
| New Leads | Leads in "New" status |
| Conversion Rate | Percentage of leads converted to customers |
Filtering
- Search — Filter by name, email, or service
- Status — New, Contacted, Quoted, Invoiced, Converted, Lost
- Urgency — Low, Medium, High
Each lead card shows:
- Contact name and email
- Service needed
- Lead temperature (Hot, Warm, Cold) and score (0–100)
- Urgency level
- Agent type (Voice or Chat)
- Source and timestamp
- Whether materials were sent or viewed
Lead Details
Click on a lead to open the detail view, where you can:
- View the AI-extracted requirements summary
- See the associated conversation transcript
- Edit status, urgency, and notes
- View linked quotes and invoices
- See contact details and booking status
Lead Fields
| Field | Description |
|---|---|
| Service Needed | The service the prospect enquired about |
| Requirements Summary | AI-extracted summary of what they need |
| Budget | Stated budget (if provided) |
| Urgency | Low, Medium, or High (AI-detected) |
| Temperature | Hot, Warm, or Cold (AI-scored quality) |
| Score | Numeric lead score from 0 to 100 |
| Agent Type | Voice Agent or Chat Agent |
| Source | Where the lead originated |
| Notes | Internal notes |
Lead Status
Leads progress through these statuses:
| Status | Description |
|---|---|
| New | Just captured, not yet actioned |
| Contacted | You've reached out to the prospect |
| Quoted | A quote has been sent |
| Invoiced | An invoice has been created |
| Converted | The lead became a paying customer |
| Lost | The lead didn't convert |
Update the status from the lead detail view as you work through your pipeline.
Lead Scoring
Navigate to CRM > Leads > Scoring to configure how leads are automatically scored.
Lead scoring assigns a numeric score (0–100) and a temperature (Hot, Warm, Cold) based on configurable criteria and thresholds. This helps you prioritise which leads to follow up first.
Syntra also detects urgency during conversations — leads marked as "High" urgency with a "Hot" temperature should be followed up immediately.