Your leads: status and export

Whenever a visitor leaves a phone number or email in the chat, they appear on the Leads page. Open one to see the whole conversation.

Lead status

Mark each lead New, Contacted, Qualified, Appointment booked, Won or Lost, and use the tabs to see each group. It's an easy way to make sure nobody is forgotten.

Where a lead came from

When a visitor arrives through one of your Growth tracked links or QR codes, the lead shows Source: Confirmed: with the name of that ad or post. Any other visit that carried a source shows Unknown source, sometimes with the site they came from, because we can't be sure what brought them. The export has a Source column too. Visitors who came straight to your site show no source.

Rename a contact

If the visitor didn't give a name, you can add one so you recognize them later.

Export to Excel

Export to Excel downloads all your leads as a spreadsheet file (CSV) for your CRM, mailing list or accountant. Export is part of the paid plans (Starter and up).