The Scenario
It's Monday morning and your sales manager has just told you there are 35 leads stuck in Leverly retry loops from a weekend outage. Some of those leads have since replied to an email, gone with a competitor, or been marked dead in the CRM. But Leverly doesn't know that — it's still trying to call them on a loop.
Someone copied those lead IDs into a notes doc over the weekend. Now you've inherited the task of figuring out which ones to stop and which ones to let keep running. There's no clean list, no export, and no one to tell you exactly which 12 of the 35 have gone cold.
The bad version:
- Open Leverly's dashboard. Find the reattempts section. Start scrolling through 35 entries one by one to figure out which ones match your dead list.
- Cross-reference the notes doc, the CRM, and Leverly simultaneously across three browser tabs.
- Manually click "stop retries" for each of the 12 cold leads, hoping you didn't miss one in the middle of the list.
There's a Monday pipeline review in two hours, and your manager wants confirmation that the 12 dead leads are no longer burning call capacity. Nobody hired you to click through dashboards — the actual work is deciding which ones to cancel, not executing the cancellation.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It can pull your current Leverly reattempt records directly into the sheet, let you review them, and then cancel the specific ones you flag — all without leaving the spreadsheet.
Pull all current Leverly reattempts into this sheet with columns for lead ID, attempt count, and last attempt time
What You Get
- A populated table in the active sheet: lead ID in column A, attempt count in column B, last attempt timestamp in column C, and Leverly's status in column D.
- Every active reattempt record from Leverly, not a filtered subset — so you have the full picture before you decide what to cancel.
- Once you mark column E with "cancel" for the cold leads, a follow-up prompt stops those retries in Leverly and writes confirmation back to column F.
What If the Data Is Not Quite Ready
You want to filter the pull to high-attempt leads only
Pull all current Leverly reattempts into this sheet with lead ID, attempt count, and last attempt time — but only include rows where attempt count is greater than 3
The exported lead IDs don't match the format in the CRM
Pull Leverly reattempts into column A through D, then look up each lead ID in the "CRM Export" tab using column A there — add a column showing whether there's a match and what the CRM status is
You need to cancel by a date cutoff, not by a list
Stop Leverly reattempts for every lead where the last attempt time in column C is before May 10 — write the cancellation result back to column D
Full audit-and-clear in one prompt
Pull all active Leverly reattempts into this sheet. Flag any lead where attempt count is greater than 5 or last attempt was before May 8 as "cancel" in column E. Then stop retries for every row you've flagged and confirm the result in column F.
One prompt handles the pull, the conditional flagging logic, and the cancellations — so you're not doing three separate steps.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you're using to track lead status, then ask it to pull your Leverly reattempts and walk you through stopping the cold ones. Or go back to bulk-submitting leads to trigger instant calls — and see the Leverly hub for an overview of both workflows.