> ## Documentation Index > Fetch the complete documentation index at: https://support.vocal.solutions/llms.txt > Use this file to discover all available pages before exploring further. # CRM for recruiters > Find your driver leads, work through today's calls and texts, and keep track of what happens next. Open **CRM** in the rail. It brings your assigned leads and personal lists into one table. Owners and Admins also have **My leads** and **Team** tabs; recruiters work with their own leads. **Watch: your shift in 4 steps ยท 42 seconds** The walkthrough uses example data. It follows the same four steps as [Start your shift](#start-your-shift) below. ## CRM, Contacts, or Inbox? | Open | When you want to | | - | - | | **CRM** | Work a recruiting list, update a driver's status, or schedule a follow-up | | **Contacts** | Manage your phonebook and who can access a contact | | **Inbox** | Read and answer conversations, find calls, or manage tasks | You don't need to save a lead to Contacts before calling or texting from CRM. Importing a recruiting list doesn't automatically add everyone to the phonebook. ## Start your shift **1. Open Today** Choose **Today** and **All lists** to see work across your lists. Replies waiting for you come first, followed by promised callbacks and due plan steps. Leads you've worked today also stay in this view. **2. Read before you call** Select a driver. Check **Notes**, **Last contact**, **Next follow-up**, and **Activity** in the lead panel so you don't repeat a conversation or miss a promise. **3. Call or text** Use the call or text button on the lead. After a connected call, review the result, status, note, and next follow-up. See [Calling and wrap-up](https://support.vocal.solutions/crm/calling.md). **4. Set the next action** If you promised to call again, set **Next follow-up** before moving on. A conversation can stop the follow-up plan, so don't assume it will schedule another attempt for you. See [Callbacks and plans](https://support.vocal.solutions/crm/follow-ups.md). ## Find a lead Choose a list to work through that batch, or **All lists** to work across them. Search by name or phone number; search also checks notes and lead details. Clear search and status filters if someone seems to be missing. | View | What it shows | | - | - | | **Today** | Replies, callbacks and plan steps that need attention, plus leads worked today | | **All leads** | Your leads, including ones with no action due today | | **Replied** | Leads waiting for your response | | **Due** | Promised callbacks due today or overdue | | **Not contacted** | Open leads you haven't contacted | | **Awaiting reply** | Leads you texted last who haven't answered | **Due** is for promises. Use **Today** to include the follow-up plan's due calls and texts too. A lead with no running plan and no callback may be in **All leads** without appearing in **Today**. ## Make the table yours Use the column controls to show, hide, reorder, or resize columns. Click a column header and choose **Sort ascending** or **Sort descending**. Your layout is saved for you; changing it doesn't rearrange a teammate's table. The default Today sort prioritizes work that needs an answer. If you've sorted by another column, change the sort back when you want that order again. ## No leads yet? Click **Request leads** to ask your manager for leads, or **Upload your own list** to [import a spreadsheet](https://support.vocal.solutions/crm/importing-leads.md). Once you have lists, these are **Request leads** and **New list** in the toolbar. Leads still in the team's **Pool** reach you only after an Owner or Admin hands them out. > **[Import your leads](https://support.vocal.solutions/crm/importing-leads.md)** > > Paste a sheet, upload a file, and check names and numbers before importing. > **[Fix a problem](https://support.vocal.solutions/crm/troubleshooting.md)** > > Missing leads, counts that haven't changed, disabled buttons, and unsaved edits. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.