> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neuroncx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Leads in the Transactions Console

> Search, filter, and work individual leads in the Transactions Console — from first contact through verification, status updates, and saving your changes.

The Transactions Console is your primary workspace for managing customer leads. Every lead that enters the system through any channel lands here, giving you a single, filterable table of contacts organized by their latest activity. From this console you can find specific patients, review their conversation history, call them, update their profile, and record the outcome of every interaction — all without leaving the screen.

***

## Step 1: Learn the Console Layout

Before you start working leads, familiarize yourself with the six key areas of the console interface.

**1. Date Range Selector**

**Location:** Top center of the console.

Use the Date Range Selector to pick a specific start date and end date. Narrowing the date window keeps your view focused on fresh, incoming traffic rather than the entire lead history.

![Date Selector Red](https://mintcdn.com/neuroncx/-5rHyq4aed6zGDR_/images/date-selector-red.png?fit=max\&auto=format\&n=-5rHyq4aed6zGDR_\&q=85\&s=2bc9738749841d7c65c157774908869a)

**2. Advanced Search Bar**

**Location:** Top right of the console.

When you need to locate a specific patient immediately, use the Advanced Search Bar. Click one of the radio buttons to switch the search mode, then type your query:

![Search Bar Red](https://mintcdn.com/neuroncx/-5rHyq4aed6zGDR_/images/search-bar-red.png?fit=max\&auto=format\&n=-5rHyq4aed6zGDR_\&q=85\&s=ad8876ba1848e6f94a91eaed983286a2)

| Search Mode | Use When You Have |
| - | - |
| Name | The patient's name (WhatsApp display name or real name) |
| TransactionID | The system-generated transaction identifier |
| Number | The patient's phone number |

**3. Pagination Controls**

**Location:** Far top right of the console.

The Pagination Controls let you set how many rows appear on each page (for example, 90 rows) and navigate between pages using the `<` and `>` arrows. Increase the row count when you want to scan a large batch of leads without clicking through many pages.

![Pagination Red](https://mintcdn.com/neuroncx/d5HkjjuOh5uYHGgE/images/pagination-red.png?fit=max\&auto=format\&n=d5HkjjuOh5uYHGgE\&q=85\&s=2b1958f96396c04b80558845dd9e6c3a)

**4. Advanced Filter Section**

**Location:** Directly below the date selectors.

The Advanced Filter Section lets you narrow the lead table by clicking filter buttons for **Sources**, **Phases**, or **Stages**. For example, select **Unattended** under Stages to see only leads that have never been contacted. Click the green **APPLY FILTER** button to update the table.

![Filters Red](https://mintcdn.com/neuroncx/l29Pb6nx-PawwIEo/images/filters_red.png?fit=max\&auto=format\&n=l29Pb6nx-PawwIEo\&q=85\&s=433794bf5c9bb36f958682131a15e42f)

> [!NOTE]
>
> Filtering is optional but highly recommended at the start of each shift. It removes already-handled leads from view so you can focus on new calls.

**5. Active Lead Table**

**Location:** The large main table that fills most of the screen.

The Active Lead Table organizes your entire lead queue. Each row represents one lead and shows their activity channel, username, interaction counts, current stage, and phase.

Two date columns are particularly important:

![Active Lead Table Red](https://mintcdn.com/neuroncx/l29Pb6nx-PawwIEo/images/active_lead_table_red.png?fit=max\&auto=format\&n=l29Pb6nx-PawwIEo\&q=85\&s=744d1b93d03dbb3239a871a61b73768d)

| Column | What It Shows | Does It Change? |
| - | - | - |
| Created | When the lead first entered the system | Never — this date is fixed |
| Source-Activity | When the lead last had any activity (reply, message, booking, click) | Yes — updates on every new activity |

> [!NOTE]
>
> The table sorts by **Source-Activity**, not by Created date. A lead that received a new message today will rise to the top even if it was created months ago. New activity refreshes the Source-Activity date only — it does **not** automatically change the lead's Stage or Phase. You must update those manually after each call.

**6. Preference View Window Icon**

**Location:** Right side of the screen, just below the Settings gear icon.

Clicking this icon opens a column selector panel. Check or uncheck options to control which columns appear in your Active Lead Table:

* **Recommended Columns** — The default set of most-used columns
* **Attribute Columns** — Custom attributes configured in Ontology
* **All Columns** — Every available data field

![Preference View Red](https://mintcdn.com/neuroncx/l29Pb6nx-PawwIEo/images/preference_view_red.png?fit=max\&auto=format\&n=l29Pb6nx-PawwIEo\&q=85\&s=ea28c699a285fd9afb72cc417d84a4db)

***

## Step 2: Filter for Your Target Leads

Before making calls, narrow the lead table to the contacts you need to work today. This step is optional but helps you prioritize your queue efficiently.

**1. Set the date range**

Go to the **Date Range Selector** at the top of the console and select today's date as both the start and end date. This scopes the table to leads with recent activity.

**2. Filter by Stage (optional)**

In the **Advanced Filter Section**, click the **Stages** filter button and select **Unattended**. This removes leads that have already been contacted, leaving only fresh, untouched leads.

**3. Apply the filter**

Click the green **APPLY FILTER** button. The Active Lead Table refreshes instantly to match your selections.

***

## Step 3: Open a Lead Workspace

Once you have your filtered list, you are ready to open individual leads.

Find the lead's row in the Active Lead Table, then click the **small rectangle icon** immediately to the right of the user's name. This opens a split-screen workspace with all of the lead's details on the left and their activity history on the right.

> [!NOTE]
>
> The name displayed by default is the patient's **WhatsApp nickname** — the display name they chose in the app. This is often different from their legal name. You must ask for and update their real name during the call before saving.

***

## Step 4: Work the Lead — Talk, Verify, and Save

With the split-screen workspace open, follow this sequence for every call.

**1. Check the Activity Feed for history**

Glance at the **Activity Feed** on the right side of the screen. It shows a chronological timeline of every message the patient sent, automated system events, and notes left by other agents.

> [!NOTE]
>
> If this is a brand-new number with no prior history, the Activity Feed will be empty. Skip the history review and proceed directly to making the call.

**2. Dial the patient**

Locate the phone number displayed in the profile box on the left side of the screen and dial it from your work phone.

**3. Verify the real name**

Ask the patient for their correct full name as it appears in their official records.

**4. Update the patient\_name attribute**

In the attributes section on the left panel, find the `patient_name` field and type in the verified real name.

> [!TIP]
>
> If `patient_name` or any other attribute you need is not visible in the panel, you can make it appear through Ontology:
>
> 1. Navigate to **Ontology** from the left navigation menu. Open **Attribute by Types**.
>
> ![Attributes By Types](https://mintcdn.com/neuroncx/Vvzil_n0rtlNRVbd/images/attributes_by_types.png?fit=max\&auto=format\&n=Vvzil_n0rtlNRVbd\&q=85\&s=0b2f76c5a9c7c02c5aa63bc3cb146cfd)
>
> 2. Find the attribute you want, then click the **Settings (⚙️)** icon next to its name.
>
> ![Ontology Settings Icon](https://mintlify.s3.us-west-1.amazonaws.com/neuroncx/images/ontology_settings_icon.png)
>
> 3. Set the **Dashboard Order** value — enter `-1` to hide the attribute, or a positive integer to show it (e.g., `1` places it first in the panel, `2` places it second).
>
> ![1 In Dashboard Order](https://mintcdn.com/neuroncx/xvwqeZ62cwcZt0Lr/images/1_in_dashboard_order.png?fit=max\&auto=format\&n=xvwqeZ62cwcZt0Lr\&q=85\&s=91b82e8efd56aab222ae8e28577ba9e0)
>
> 4. Check **Show as Column** to make it visible as a column in the lead table.
>
> ![Show As Column \&filter](https://mintcdn.com/neuroncx/xvwqeZ62cwcZt0Lr/images/Show_as_column_\&filter.png?fit=max\&auto=format\&n=xvwqeZ62cwcZt0Lr\&q=85\&s=2ee4cf4704f56196334a40fc624dfe80)
>
> 5. **Add as Filter** to make it available in the Advanced Filter Section.

**5. Collect and enter the email address**

Ask the patient for their email address. Type it into the email field in the summary panel on the left so the system can send them appointment details or follow-ups.

**6. Set the Phase and Stage**

Use the dropdown menus on the left panel to update the patient's current position in the booking journey:

* **Phase** — Where they are in the overall process (for example, *Appointment Initiated*)
* **Stage** — What happened during this specific call (for example, *Qualified*)

Refer to the [Stage definitions table](#understanding-stages) below for the correct Stage to select.

**7. Save all changes**

Click the green **SAVE ALL** button at the bottom of the left panel.

> [!WARNING]
>
> If you close the workspace or navigate away without clicking **SAVE ALL**, every change you made — the real name, email, Phase, Stage, and any notes — is permanently lost. Always click **SAVE ALL** before moving to the next lead.

***

## Understanding Stages

The Stage field records what happened during the most recent contact attempt. After every call, update the Stage dropdown to one of the following values:

| Stage | Meaning |
| - | - |
| Unattended | Never contacted by an agent. Default for all new leads. |
| RNR (Ring No Response) | Called but the patient did not answer. |
| Standby | On hold — the patient asked to be called back at a later time. |
| Qualified | Actively engaged; intent to book an appointment is confirmed. |
| Booked Offline | Appointment successfully confirmed outside this system. |
| Cold | Completely unresponsive across multiple contact attempts. |
| Support | Patient contacted about something unrelated to booking. |
| Escalation | Issue or complaint requiring a supervisor's immediate attention. |
| Exception | Unusual case that falls outside the normal daily workflow. |
| Lost | Patient has fully disengaged or has chosen to go elsewhere. |

***

## Screen Quick Reference

When you have a patient's workspace open, keep this layout in mind:

| Side | What You Do Here |
| - | - |
| **Left** | Update the real name, add the email address, fill in location or doctor details, change the Phase and Stage dropdowns, and click **SAVE ALL** |
| **Right** | Read the Activity Feed — a live timeline of the patient's messages, automated system logs, and notes from other agents. You can also type your own call notes directly into this feed. |

> [!TIP]
>
> Use the Activity Feed on the right to leave detailed call notes after every interaction. Notes you enter here are visible to every agent who opens this lead in the future, keeping the entire team aligned.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.