Leads
Messages from the website's contact form: see who wrote, move each one from New to Contacted to Converted or Closed, keep notes and export them.
A lead is a message a visitor sent through the contact form of the public website. Leads arrive in the portal, and the sales inbox gets an email for each one.
Who can use it
The Global Admin: Sidebar › Leads in the platform context. A badge next to it counts the New leads and updates by itself.
The list
Columns: Name, Status, Email, Organization, Units, Language, Received and, optionally, Phone. Newest first.
- Search by name, email or organization.
- Filter by status, by language and by the date received.
- Save the view and Export to Excel or CSV. Messages and notes are not exported.
A lead’s details
Select a lead’s name to open it on the right: its contact details, the page it was sent from, when the visitor gave consent, and the Message.
Statuses
| From | To |
|---|---|
| New | Contacted or Spam |
| Contacted | Converted, Closed or Spam |
| Converted, Closed, Spam | Final |
Each change asks for confirmation, because a lead cannot be moved back. Status changes are written to the audit log.
Notes
Notes keeps what was agreed and when to follow up, up to 4,000 characters. Save notes stores them.
Rules
- If someone else changed the lead meanwhile, nothing is saved and the lead reloads.
- Leads are deleted 24 months after they arrive, whatever their status.