Leads

The lead pipeline turns the people your store captures into a kanban board you can work. Each lead moves through stages you control, and you can qualify, follow up, and export them without leaving the dashboard.

Read the board

The page opens with a KPI strip shared by both tabs: Added and Qualified rate for the selected time range, plus Not contacted and Going cold — leads nobody has reached in a day, and leads that have sat in the same open stage for a week. Those two count across every date, not just the selected range, and turn red when they are non-zero. Click either one to filter the board to exactly those leads; click it again to clear the filter. Use the time range selector in the top right to change the period Added and Qualified rate cover.

Below the strip, two tabs:

• Pipeline: the kanban board, one column per stage, each card a lead. The number on the tab is how many leads are currently in view.
• Insights: see where your leads come from. Covered below.

Each card shows the lead's name, deal value, how long ago the lead arrived, and how many days it has sat in its stage. A Going cold, Not contacted or Needs info badge flags leads that need attention. Turn on Show source on cards from the Display menu to add one line to every card: the channel, source and campaign the lead came from, the page they filled in the form on, and whether you have their email or phone.

Create a lead

1. Click + New Lead in the top right.
2. Fill in Name (required), and optionally Company, Phone, Email, and Deal value. Pick the currency next to the deal value; it starts on your store currency.
3. Click Create lead. It lands in your first stage.

Most leads arrive automatically from your store's events. This is for adding one by hand.

Qualify and move leads

• Drag a card from one column to another to move the lead into that stage.
• Hover a card to reveal quick actions: Qualify, Unsure, and Junk. These move the lead straight to the matching stage in one click. The same actions sit at the top of the lead's details panel, which is where you find them on a phone or tablet.

Find and sort

• Use the search box to filter by name, email, or phone. It waits for you to stop typing before searching, and it searches every lead you have ever had rather than just the selected date range.
• Use the filter buttons to narrow the board by Channel, Form page, Landing page, Campaign, or Country. Each option shows how many leads it will bring back. Picking more than one value in the same filter is an "or"; picking values across different filters is an "and". Selected filters show as chips you can remove one at a time, or clear all at once.
• Open Display to order each column by Recent, Value, or Going cold.
• Switch to Table to see every lead in one sortable list, with the same search and filters.

See where your leads come from

Open the Insights tab to understand which channels, pages, and stages are working, not just which leads need attention right now.

• Stage conversion shows how leads from the selected period narrow as they move through your open stages, with a separate line for every closed stage.
• Leads by channel and Leads by form page (switch to Leads by landing page) rank where your leads are coming from, each row split by how far those leads got — initial, qualified, purchased, or closed — and its own qualified rate. Click a row to filter straight into it.
• When a channel or page filter is active, a bar at the top of the tab shows what is filtered and how many leads match, with a View in Pipeline button that jumps back to the board with the same filter applied.
• Further down, two breakdown tables answer "which source, campaign, or page" in more detail: one for leads that have not yet qualified, one for leads that have moved past your Initial stage (pick which stage from the dropdown). Break down by any field — channel, source, medium, campaign, ad, form or landing page, country — and add a second field with Then by for a finer cut. Expand a table to see every row, and click a lead count to open those leads. These two tables always follow the selected date range, even while a board filter or search narrows the rest of the tab.

Open a lead

Click any card to open its detail panel, with tabs across the top:

• Overview: see where the lead came from — channel, campaign, the ad, the page they filled in the form on, and the page they first landed on — above the editable fields, along with how many times they visited before converting and whether they are currently being sent to Meta or Google Ads. Then edit name, company, email, phone, WhatsApp, and deal value with its currency. Contact buttons (Call, WhatsApp, SMS, Email) launch the right app and log the touch. A Mark as contacted button records a touch made outside those buttons — a call from a personal phone, for example — and is the only contact button on a workspace where privacy mode hides the others.
• Session Journey: the sessions and event timeline for the tracked shopper behind this lead.
• Notes: add and read free-text notes on the lead.
• Activity: a log of stage changes, edits, and contact attempts.
• Conversions: total revenue and the purchases tied to this shopper.

Count a won deal as revenue

Move a lead into your Won stage with a deal value on it and that deal is counted as a purchase by the person behind the lead. Their profile becomes a customer, and the amount joins your revenue, average order value, and customer counts alongside your store's orders.

If Won is also set to Send to Meta as: Purchase, Meta receives one purchase with the deal value the moment the lead is won. A lead reports at most one purchase, however many times it moves through your stages.

The count follows the card. Change the deal value and the revenue changes with it. Clear the value, or move the lead back out of Won, and the revenue comes back off.

Configure stages

Click Configure stages to open the stage editor. For each stage you can:

1. Rename it in the text field.
2. Recolor it by picking a swatch.
3. Reorder it with the up and down arrows.
4. Set Triggered by: when an event with that name comes in, the lead moves into this stage. This is how leads advance automatically.
5. Set Send to Meta as: when a lead enters this stage, send a Meta event through the Conversions API with the lead's hashed details. Choose a standard event or type a custom name. Leave it on Don't send to skip. Each lead sends a given stage's event once; moving out and back in does not send it again.

To add a stage, type a name in the Add stage box, pick a color, and click Add. To delete one, click its delete button, then choose where to move any attached leads. Click Save changes when you are done.

Export

Click Export to download your leads as a CSV for the selected time range, including where each lead came from (channel, source, medium, campaign) and the page they landed on and converted from. A very large export includes your most recent 10,000 leads and notes the total match count in the file.

You'll know it worked when

New leads appear in your first column, dragging or using a quick action moves a card to another stage immediately, and the KPI strip and funnel update as leads arrive and advance. A lead you drop into Won with a deal value shows up as revenue on your dashboard, and its profile reads as a customer with one purchase.