What are leads?

A Lead is someone who enters one of your Flows: through a form, booking step, checkout step, DM conversation, or imported list.

Lead data includes

• Contact information - email, name, website
• Source Flow - Which Flow they came from
• Submission date - When they entered the Flow
• Form responses or conversation context - What they shared
• Engagement history - Emails opened, links clicked

Lead sources

Leads come from:

• Your Flow funnels
• Sales Agent conversations
• Checkout or booking steps
• Native forms
• CSV imports (existing lists)

Viewing leads

Go to Leads in the sidebar to see all your leads in one place. You can:

• Search by name or email
• Filter by Flow, date, or status
• View individual lead details
• Export leads as CSV
• Import leads via CSV

Lead engagement

For each lead, you can track:

• Emails sent - How many emails from Nurture Agents
• Emails opened - Which emails they opened
• Links clicked - Which links they clicked
• Last activity - When they last engaged

Lead status

Leads can have different statuses:

• New - Just entered a Flow
• Contacted - Follow-up emails sent
• Qualified - Strong fit or high engagement
• Client - Converted to customer

You can manually update lead status or add notes about each lead for future reference.