---
title: Lead & Dialing Configuration
slug: contact-center/lead-and-dialing-configuration
docTags: 
createdAt: 2025-10-21T08:48:22.132Z
---

# Overview

The **Manage Lead** functionality allows the **Supervisor** to perform end-to-end management of contact lists (Leads) at the **Process level** and tailor them for use within specific campaigns. This process includes creating, editing, and deleting leads, viewing lead performance summaries, and configuring dialing rules like time windows and prioritization \[Source: User Provided Details].

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### 1. Lead Creation, Editing, and Deletion (Supervisor)

- **Create Lead:** The Supervisor clicks "**Create Lead**" and provides a **Lead Name**, **Time Zone**, **Lead Owner**, and **Description**.
- **Edit Lead:** The Supervisor can modify the **Lead Name**, **Time Zone**, **Lead Owner**, and **Description**, but **cannot** change the **Process Name** once set.
- **Delete Lead:** Leads can be deleted, but a deleted lead **cannot be restored**.
- **Status:** A lead can be instantly enabled or disabled using a **toggle switch**.

### 2. Lead Summary (Supervisor/Analyst)

The Lead Summary provides an overview of a lead's performance metrics.

- **View Summary:** A Supervisor selects the desired leads and clicks "**Lead Summary**" to view and download the performance report.
- **Extracted Data:** The summary includes attributes such as **Lead Name**, current **Status** of the contacts, **Disposition** (for connected calls), and the count of **uploaded contacts**.

### Use Case & Benefit

The ability to **Extract** the lead summary to a **CSV** file allows the Supervisor to **analyze lead health and distribution** outside the platform.

### 3. Time Window Configuration (Supervisor)

This functionality allows the Supervisor to define **Time Slots** during which a lead will be **enabled for dialing**.

- **Configuration:** The Supervisor clicks "**View Configuration**" under the "**Time Window**" column for a lead to set specific **Start Time** and **End Time** for each day.
- **Lead Status:** The lead remains **disabled** outside of the configured time slots.

### Use Case & Benefit

This ensures **compliance** with local dial-time restrictions and legal operating hours, preventing unwanted calls to customers outside of business times.

### 4. Campaign Assignment and Prioritization (Supervisor)

Supervisors control how leads are prioritized within specific campaigns.

- **Assign Priority:** A numerical value where "**1**" is the **First Priority** and is dialed first.
- **Assign Weightage:** Used when leads have the **same Priority**. The lead with the **higher weightage** will be preferentially dialed in a greater ratio.
- **Assign Maximum Attempts:** Defines the maximum number of retry attempts allowed for a customer in that lead before dialing stops.