Call Log

• Open file in a browser.

• Add lead: Fill name, phone, priority, callback period, notes → click Save Lead.

• Next lead: Check “Next Lead To Call” for highest-priority pending lead.

• Update status: Click Called or VM in the table.

• Reschedule: Use +1W, +1M, +6M buttons.

• Delete lead: Click Delete button.

• Search leads: Type in search box by name or phone.

• Export CSV: Click Export Queue CSV to download all leads.

• Import CSV: Select file under CSV Import to load leads.

• Stats: Top panel shows total leads, due today, high priority, overdue.

Call Log

Archiver

Agent for audit

Smart Sales Callback Queue

User Guide & Operating Instructions

Overview

The Smart Sales Callback Queue is a browser-based CRM and lead management system designed for:

• Sales teams

• Customer follow-up programs

• Lead nurturing

• Callback scheduling

• Prospect management

All information is stored locally in your browser using IndexedDB, allowing the application to function without a server or monthly CRM subscription.

Main Features

• Add new leads

• Schedule callbacks

• Prioritize leads

• Track call outcomes

• Search customers

• Import CSV files

• Export CSV files

• Automatic queue sorting

• Overdue lead highlighting

• Local database storage

• Works inside Wix HTML iframe

Dashboard Metrics

The top dashboard displays:

Total Leads

Shows the total number of customer records currently stored.

Due Today

Displays leads that require contact today or earlier.

High Priority

Displays the number of High Priority customers.

Overdue

Displays customers whose callback dates have passed.

Registering A New Lead

Complete the New Lead form.

Client Name

Enter:

John Smith

Phone Number

Enter:

555-123-4567

or

5551234567

Priority

Select:

High

Use for:

• Hot prospects

• Ready-to-buy customers

• Existing customers needing urgent follow-up

Medium

Use for:

• Warm leads

• Interested prospects

Low

Use for:

• Long-term prospects

• General inquiries

Callback Schedule

Select when the customer should be contacted again.

1 Week

Schedules callback 7 days from today.

1 Month

Schedules callback 30 days from today.

6 Months

Schedules callback 180 days from today.

Notes

Store:

• Product interest

• Objections

• Follow-up information

• Appointment details

• Personal notes

Example:

Interested in premium package.
Call after speaking with spouse.

Save Lead

Press:

Save Lead

The system automatically:

• Creates lead record

• Calculates callback date

• Stores data in IndexedDB

• Updates queue

• Updates dashboard

Next Lead To Call Panel

The right-side panel displays:

• Name

• Phone Number

• Priority

• Callback Date

• Status

• Notes

The system automatically selects:

1. Highest priority

2. Earliest callback date

3. Pending status only

This becomes your next customer to contact.

Lead Queue

The lead queue is automatically sorted.

Sort order:

Priority Ranking

1. High

2. Medium

3. Low

Date Ranking

Earlier callback dates appear before later callback dates.

Searching Leads

Use the Search box above the table.

Search by:

• Customer name

• Phone number

Examples:

john

555

smith

Results update instantly.

Call Status Management

Each lead contains action buttons.

Called

Marks lead as:

Called

Use when:

• Conversation completed

• Customer reached

VM

Marks lead as:

Voicemail

Use when:

• Voicemail left

• No answer

Rescheduling

Quick callback buttons:

+1W

Reschedules callback:

7 days

and returns status to:

Pending

+1M

Reschedules callback:

30 days

and returns status to:

Pending

+6M

Reschedules callback:

180 days

and returns status to:

Pending

Deleting Leads

Click:

Delete

A confirmation window appears.

Selecting:

OK

removes the lead permanently.

CSV Export

Export all leads.

Click:

Export Queue CSV

The application downloads:

sales_queue.csv

Containing:

name,phone,priority,callbackDate,status,notes

Example:

John Smith,5551234567,High,2026-06-20,Pending,Interested in pricing

CSV Import

Upload existing customer lists.

Click:

Choose File

Select:

customers.csv

Supported format:

name,phone,priority,callbackDate,status,notes
John Smith,5551234567,High,2026-06-20,Pending,Interested
Jane Doe,5558889999,Medium,2026-07-01,Pending,Follow up

After import:

• Leads are added

• Database is updated

• Queue is refreshed

• Dashboard recalculates

Database Storage

Storage Type:

IndexedDB

Database Name:

SmartSalesQueue

Store Name:

leads

Data remains available after:

• Browser refresh

• Closing browser

• Computer restart

Data remains until:

• Browser storage is cleared

• Lead is deleted manually

Overdue Lead Detection

Rows become highlighted when:

callbackDate < today

and

status = Pending

This helps identify missed follow-ups.

Recommended Workflow

Daily Process:

Step 1

Open Smart Sales Queue.

Step 2

Review:

Next Lead To Call

Step 3

Call customer.

Step 4

Update status:

• Called

• Voicemail

Step 5

If follow-up needed:

• +1W

• +1M

• +6M

Step 6

Move to next customer.

Best Practices

High Priority

Use for:

• Ready buyers

• Active negotiations

• Existing customers

Medium Priority

Use for:

• Interested leads

• Information requests

Low Priority

Use for:

• Long-term prospects

• Future opportunities

Notes

Always record:

• Objections

• Interests

• Budget

• Timeframe

• Next action