Filter and export leads by call result

Open Leads and pick a list

Open Leads and choose a list in the List filter, which has its own search box, or click a list in the row of lists above the table. All lists covers every lead you can see, and Added by hand (no list) covers leads that were typed in one at a time.

Filter by last outcome

Last outcome lists your call outcomes. Tick one or several, for example Needs information and Asked to call later, and the table keeps the leads whose most recent outcome is one of them: the outcome the lead page shows. Outcomes you have switched off are still listed, marked Inactive, because leads can still carry them.

Filter by the day leads arrived

Added picks leads by when they reached LumaKol: Added today, Added yesterday, the last 7 or 30 days, or Added between dates, where you choose the first and last day and press Apply. Days run from midnight to midnight in your workspace’s time zone. A synced Google Sheet adds its new rows to one list, so that list with Added today shows the rows that came in today.

Combine it with the other filters

Every filter narrows the same list: the search box, stage, owner (for managers), follow-up, Last call (Connected, Not connected, Never called or Reached attempt limit) and DND status. The filters are kept in the page’s address, so a bookmark brings the same view back, and the Board view follows them too. Clear removes them all.

Check a lead without leaving the list

The eye button at the end of each row, Recent activity, opens a panel beside the table with the lead’s stage, owner, next follow-up, number and local time, and its latest ten actions: calls with their outcome, length, time and caller, notes, stage changes, follow-ups and messages. Open lead goes to its full page, and Esc closes the panel. On a phone the panel opens from the bottom of the screen. On a wide screen the lead’s name and number and the row’s buttons stay in view while the other columns scroll sideways.

Export the list

Press Export and choose CSV or Excel (.xlsx). The file holds every lead the filters show, across all pages and up to 50,000 leads, with every column whichever columns the table shows. Excel shows dates and times in your workspace’s time zone.

• Contact details: name, mobile and other mobiles, email, company, designation, city, state, country, postal code, address and the saved location
• Where the lead stands: source, campaign, list, stage, owner, tags, priority and Do not call
• Calls: Last call status, Last outcome, Last called at, Calls (every call to the lead) and Attempts
• Dates and your own fields: next follow-up, last activity, the date it was added, external ID and every custom field

Import an export again without clutter

When you import an exported file, the columns LumaKol works out for itself are set to skip: List, Priority, Do not call, Last call status, Last outcome, Last called at, Calls, Attempts, Last activity and Added, so none of them turns into a custom field. A custom field named like a built-in column is headed with “(custom field)” after its name, so every heading appears once.

Export your own calls

Calls in the sidebar opens My calls. Choose the period at the top, narrow the table by Mode (Power Dialer or Manual), status, Outcome (several at once) or a name or number, then press Export for CSV or Excel. The file lists exactly the calls the filters show: the lead, the number, when it was called, the duration in seconds, the status, the outcome, the note and the mode. It follows the leads export’s rules: owners, admins and team leads in the roles allowed to export, on a paid plan, and each export is recorded as Exported calls.