Documentation

My Assigned Leads

A lead in SecurityTrax is a prospective customer — someone who's expressed interest but hasn't signed a contract yet. Leads are owned by a sales rep (a "lead rep"), and one of a sales rep's main jobs is calling them back, qualifying them, and converting the best ones into real customers.

The My Assigned Leads page is the rep's personal call-list: every active lead currently assigned to you, in one place. It's the single screen a rep should open first thing in the morning.

Getting here

  • Click View All Leads in the Due Leads section on the Home Dashboard. The section is visible only if you're set up as a lead rep.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/home/leads.

What you see

The page heading shows the count of active leads assigned to you, e.g. "My Assigned Leads (12)". Below it is a stack of lead cards, sorted so the most recently assigned leads appear first.

Anatomy of a lead card

Each card shows:

  • The lead ID (small grey badge) and the lead's name (last-name-first). Both clickable — clicking opens the full lead record.
  • The lead's primary phone number, top-right in the card header. Click to trigger a phone call from your device, or just read it off to dial manually.
  • The lead's city and state, just below the name. Good for quickly confirming whether the lead is in your territory.
  • Source — which company, channel, or referral path sent you this lead (e.g. "Direct Mail", "Referral", "Alarm.com Lead Gen"). Admins configure Source options under Sources.
  • Callback — the date and time your next callback is scheduled. Shown in red if the callback date is today or in the past. This is what drives the "Due" count on the Home Dashboard tile.

If a lead has no callback date set, the Callback attribute is omitted from the card entirely.

If you have no assigned leads, the page shows a friendly empty-state.

Sorting

Cards are sorted by last-assigned date, descending. The lead most recently routed to you is at the top. If a lead gets reassigned to you a second time (e.g. after being returned to the pool and re-picked), its card moves back to the top.

There's no filter or sort control on this page — it's a flat list. For filters and searches across all leads (yours and others), use the company-wide Leads page.

Working a lead

Click the lead's name or the ID badge to open the full lead record. From there you can:

  • Log a call by adding a customer note or ticket.
  • Update the lead's disposition — the outcome of your most recent contact (e.g. "Left Voicemail", "Interested — Needs Callback", "Not Interested"). Dispositions come from your company's Lead Dispositions catalog.
  • Set or change the callback date.
  • Convert the lead to a customer once they've agreed to sign up. Conversion keeps the lead history intact and promotes the record to a full customer — see Home → Converting a lead to a customer for how conversion works.

What counts as "assigned"

A lead appears here only if:

  • It's currently assigned to you (the "last assigned user" is your account).
  • It's active — not closed, cancelled, or already converted.

If someone else picks up a lead from the pool, or if you close a lead, it drops off this list immediately (on your next page load).

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