Contacts and groups
Review and export conversation leads
Find recorded direct conversations and create a saved contact list from the filtered results.
Before you begin
Here, a lead is a number with a recorded direct conversation that your connected number initiated. It is not every incoming contact or every group member. Recording depends on the incoming event integration working.
What to do
- Open Contacts and choose Leads. The table shows recorded conversations.
- Choose the intended device, or All devices for a combined view.
- Set the first-contact date range when you need a particular period. The date filter concerns the first recorded contact.
- Enter phone digits in search if you want a particular number.
- Review the phone, device, first contact, last contact and message count for the visible results.
- Choose Export leads to list. The action uses the filtered results, not a manually selected set of rows.
- Open Saved lists and find the new list named with Leads and its creation date.
Worked example
Fictional example: Support started three direct conversations in September. Select Support and September 1 through September 30 as the first-contact range. Review the rows, then export. Repeated numbers appear once in the new list.
How to check it worked
A confirmation reports the new list name and contact count. The list appears in Saved lists with the intended numbers. A smaller count can reflect repeated numbers in the export.
What to know
- Export creates a new saved list and removes repeated phone numbers in that export. It does not send messages or change conversation records.
- A recorded conversation does not establish permission for future marketing messages. Review whether each person expects the intended follow-up.
- For group additions, first use Export leads to list, then open the resulting saved list and choose Add list to group. Leads uses the filtered export; it has no direct selected-row addition action.
Common problems
- What you see
- Expected conversations are missing.
- What to do
- Clear phone and date filters, check the device and confirm that your number initiated a direct conversation.
- What to expect
- Matching recorded conversations become visible; group activity does not create these leads.
- What you see
- Export is unavailable.
- What to do
- Wait for loading and adjust the filters until at least one lead is visible.
- What to expect
- Export becomes available for a nonempty result set.
Get more help
If a qualifying conversation remains missing, ask support to check event recording. Include the device and approximate date without private conversation content.