The Leads inbox

Leads is the inbox for everything people send you through your website: form entries, booked calls and live chat contacts. Each one is a lead you can answer, note and follow up.

Go to Leads & Growth → Leads. The number next to Leads in the menu, and the envelope at the top of the admin, show how many new leads you haven't opened yet.

Read the list

• The summary (1) shows your open deals, open deal value, what you won this month and the follow-ups due. See Follow up in the pipeline.
• The views (2) filter the list: Open (New, Contacted and Proposal sent), Follow-ups due, one view per stage, All and Spam. Incomplete appears when a multi-step form has unfinished entries.
• Search (3) finds leads by name, email or the form or service they came from.
• Each row shows the Stage, the Service or form, the deal Value, the Follow-up date and when it was Received. New leads are bold with a New badge. Leads with a follow-up date come first.

Board view (4) shows the same leads as cards in columns, one per stage. Export CSV (5) downloads all leads (without spam) as a spreadsheet file.

Open a lead

Click a name. The lead shows:

• the email, the page the form was on (Form on page) and when it was Received;
• All answers (1): every question and answer from the form. Uploaded files show as View file, which only signed-in team members can open;
• the Pipeline box (4) on the right, for the stage, deal value and follow-up date.

Opening a lead marks it as read. To keep it on your list of new leads, click Mark as unread (3).

Reply by email

1. Click Reply by email (2). The page jumps to the email box.
2. Check the Subject and write your Message.
3. Keep Send me a copy ticked if you want a copy in your own inbox.
4. Tick Remind me in 3 days if they don't reply to set a follow-up date.
5. Click Send email.

The email goes out through your website's email setup. A New lead moves to Contacted, and the email is added to the lead's timeline. Replies go to your own email address.

Add private notes

Notes are for your team only. Use them for calls, visits and anything you promised.

1. Scroll to Notes and activity.
2. Type your note in the box (1).
3. Click Add note (2).

The timeline (3) lists notes and everything that happened to the lead, newest first: emails sent, stage changes, deal values and follow-up dates, with the date and who did it. Click Delete under one of your notes to remove it. The other lines can't be deleted.

Delete a lead

Click Delete lead at the bottom of the lead, or point at a row in the list and click Delete. The lead and its notes are deleted permanently.

Who can do what

A Sales Agent can work on every lead but sees no Export CSV or Delete. See Roles and permissions.