3.1 My panel
🖥️ Screen — Operator panel (mobile)
Olá, João
┌ Disponíveis na fila ───────┐
│ 8 +2 vencidos 📥 │
│ [ Próximo lead ] │
│ 3 em atendimento com você │
└────────────────────────────┘
🕐 Hoje: 5 tratados · 2 ganhos
[ Atribuídos 12 ][ Ganhos 4 ][ Conv 33% ]
┌ Meu ranking (privado) ─────┐
│ 2º de 5 · sua conv 40% │
└────────────────────────────┘
⚠ 2 leads parados há mais de 5 dias
Action-focused: the queue, what’s with you, today’s result, your ranking (only you see it), and an alert for leads stalled for more than 5 days.
3.2 Claim the next lead
✅ Click “Próximo lead”. The system assigns you the next one in the queue — from then on it’s yours. The button only shows up if your user has an active operator profile.
3.3 Handle a lead
🖥️ Screen — Lead detail
← Voltar pra leads
Maria Souza [ Botão primário ] [ ⋯ ações ]
+55 (11) 9xxxx-xxxx · maria@exemplo.com
[ ●Novo ] · Atribuído: Op. Ana · Criado 2h · Origem: Meta Ads
Identidades [ Telefone | E-mail | fbclid | Meta lead ID | WA ID ]
Histórico ◉ Lead criado ◉ Atribuído ◉ Estágio alterado
Touches recentes
Canal | Status | Tracking link | Campanha | Quando
The big button changes depending on the stage and ownership (Claim / Start handling / Mark outcome…). The ⋯ menu holds the secondary actions (edit, schedule a follow-up, transfer, return to queue, merge).
3.4 ⚠️ “The lead screen is read-only, with no button”
Almost always it means the lead belongs to another operator. If it should be yours, ask the admin to transferir (transfer) or devolver à fila (return to queue) — then you claim it via “Próximo lead”. This is the control that prevents two operators on the same handling.