Salesvora
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Features

Lead Management

The heart of the platform. Every prospect becomes a structured record you can search, filter, assign and work — no more leads lost in WhatsApp.

A lead stores everything you know about a prospect and everything your team does about them. The leads list is your command center: every record, with fast search and filters on top.

app.salesvora.com/leads
Search leads by name or phone…
Add Lead

Leads

All statusAll sourcesAssigned toExport
NamePhoneSourceStatusOwner
ASAarav Sharma
+91 98200 11234Website FormInterestedRiya Apte
NVNeha Verma
+91 99300 55121ReferralNewKaran Joshi
MGMohit Gupta
+91 90040 77810FacebookContactedRiya Apte
SKSara Khan
+91 98765 43210Walk-inWonDevang Rao
IPIshaan Patel
+91 91230 90909Telegram BotUnreachableKaran Joshi
PNPriya Nair
+91 99887 66554CSV ImportInterestedDevang Rao
The leads table with filters for status, source and owner, plus one-click export.

What a lead holds#

  • Name, phone, email — core contact info.
  • Source — where it came from; see Lead Sources.
  • Status — its current pipeline stage.
  • Service interest — what they want (the label is customizable per business in Settings).
  • Assigned to — the owning team member.
  • Custom fields — any extra info your business tracks.

Working with leads#

  • Add leads one at a time, or bulk import from CSV.
  • Search instantly by name or phone number.
  • Filter by status, source, assigned member or service interest.
  • Export the current view to Excel.
  • Soft-delete — removed leads sit in trash, restorable for 30 days.
  • Customize columns — show, hide and reorder table columns; your layout is saved across sessions.
Duplicates handled for you. When importing, leads matched by phone number are skipped automatically, so re-importing a spreadsheet won't create duplicates.

The lead profile#

Click any lead to open its profile — a full history in one place, with three activity tabs:

  • Notes — timestamped notes stamped with who wrote them.
  • Call Log — record call summaries and duration.
  • Follow-ups — schedule and track next steps, with visual overdue indicators.
app.salesvora.com/leads/aarav-sharma
Search leads by name or phone…

Lead Profile

Aarav Sharma
+91 98200 11234
aarav@email.com
InterestedWebsite Form
Owner: RA Riya Apte
Activity
NotesCallsFollow-ups
Interested in the premium plan, asked for a proposal.
Riya Apte · 2h ago
Call connected · 6 min · positive
Yesterday
A lead profile — contact details on the left, a unified activity timeline on the right.
Status lives here too. You can change a lead's status from its profile, or drag its card on the Pipeline Board. A lead set to Won immediately reflects in your dashboard and reports.

Next#

See your whole book visually on the Pipeline Board, or make sure no lead goes cold with Follow-ups.