Working with leads

Statuses

Status	Use it when
New	The enquiry has just arrived.
Contacted	You answered or called back.
Qualified	The person is a real prospect. With Pro, this is reported to the ad platforms.
Won	The deal is closed. Enter the deal value; with Pro, the sale is reported with it.
Lost	It did not work out.
Spam	Not a real enquiry. Spam does not count in reports.

Change the status right in the list, or on the lead. When you set a lead to Won, Leadwon asks for the deal value.

The lead screen

Each lead shows what the visitor entered, the first and the latest visit with their channel, source and campaign, the click IDs, and the path before the enquiry: how many visits, how many days since the first one, and the pages read. Phone numbers are stored in international format, so Call and WhatsApp buttons open a call or a chat in one click.

If your site uses Microsoft Clarity, Watch in Microsoft Clarity opens the recording of the visit in which the form was sent. Clarity keeps recordings for 30 days unless you mark them as favourites.

Notes and corrections

Add notes as the conversation goes on. Edit contact and source corrects the name, email address, phone number or source, for example when a customer tells you they found you through a recommendation.

Leads without a form

Add lead on the Leads screen records enquiries that came by phone, in person or through a recommendation, with the channel Phone call, Walk-in or Word of mouth. They count in the reports like any other lead.

Returning customers

When the same email address has sent enquiries before, the list and the lead show it, so you know you are talking to an existing customer.