Leads

Search and filter every lead in your workspace, and open a lead to see its application, calls and payments.

Leads lists everyone in your pipeline. Open a lead to see everything PYLO holds about that person. Every member of the workspace can open it.

The list

The cards at the top show Total leads, Qualified leads (qualified and not yet closed) and Lead to call rate (leads with a booking over all leads). Pipeline value is not calculated yet.

Use the filter bar to search by name or email, filter by source and by lead quality stars, pick a status and choose Newest first or Oldest first, then click Apply filters. Clear removes them. Below the table you get leads by weekday and a split of where leads come from.

Owners, admins and ops can edit or delete a lead from its row, and see Import, which opens Import. On the Pro plan you can also export the list.

How status is decided

A lead's status comes from its calls first:

If any call ended closed won or deposit, the lead is Closed.
Otherwise the most recent call outcome decides: Pitched, no close, No Show, Disqualified (including no pitch DQ), Cancelled or Rescheduled.
With no call outcomes, the status stored on the lead is used, such as Applied, Qualified, Call Booked or Confirmed.

A lead's page

The header shows the lead's name, status, contact details, closer and Deal value (the total of their payment plan). View in Close appears when the lead is linked to Close. There are three tabs.

Application shows lead info (source, closer, offer, dates and time to close), UTM attribution, email and community activity, the application answers and pre-call notes. You can also:

rate Lead quality from one to five stars
record the Contract / agreement status
tick off the Nurture checklist and write Setter notes, which closers and managers can read
Record callback when you promise to call someone back

Calls & PCF lists each call with its outcome, closer, setter and what the closer entered on the post-call form: cash collected, revenue, payment method, call rating and lead quality. It also shows recordings, notes and why the deal did not close. What was said lets you paste a transcript and click Read with PYLO for a summary, objections and action items. Owners, admins and ops can add a scored Call review.

Payments shows Total contracted, Total collected and Outstanding, then each instalment with its status. A pending instalment shows Due today or Overdue with the number of days. Refunded payments show as Refunded or Partly refunded.

Who can mark a payment paid

On the Payments tab, owners, admins and ops can mark any pending instalment paid or send a payment link. Closers and setters can do so only for their own attributed instalments. For every instalment at once, see Payments.

Common questions

Why is Lead to call rate or a status count missing? The list loads up to 5,000 leads. When more match your filters, PYLO leaves out figures it would have to work out from part of the list.

What the figures mean

Each explanation below is generated from PYLO's metric registry, the same source Ask PYLO and Claude quote from, so the docs and their answers always agree.