Lead management

Access all your leads at /leads

Leads list page

Main table columns

• Name - Lead's full name (if provided)
• Email - Email address
• Source - Which Flow they came from
• Date - When they entered the Flow
• Status - New, Contacted, Qualified, etc.
• Actions - View details, Edit, Delete

Features

Pagination:

• Shows 10-50 leads per page
• Page navigation at bottom
• Total lead count displayed

Search Bar:

• Search by name, email, or company
• Real-time filtering
• Case-insensitive

Filter Options:

• Filter by Flow
• Filter by date range
• Filter by status

Bulk Actions:

• Select multiple leads with checkboxes
• Export selected leads
• Delete selected leads
• Tag or categorize (if feature enabled)

Lead detail view

Click on a lead to see:

Contact information

• Full name
• Email address
• Website URL (if provided)
• Phone (if collected)

Source data

• Which Flow they came from
• Referral source (if tracked)
• UTM parameters
• Submission date and time

Engagement history

• Emails sent
• Emails opened
• Links clicked
• Pages visited
• Last activity date

Form and conversation context

• Form answers, if collected
• Sales Agent conversation context, when available
• Any custom fields tied to the Flow

Notes section

• Add private notes about this lead
• Log calls or conversations
• Set reminders or follow-up tasks

Actions

• Send manual email
• Add to different Flow
• Update status
• Export contact info
• Delete lead

Importing leads

CSV import feature

Step 1: Prepare your CSV

Required column: email

Optional columns: name, first_name, last_name, website, phone, company

First row must be headers.

Example CSV:

email,name,website,company
john@example.com,John Smith,example.com,Acme Corp

Step 2: Upload

1. Go to /leads
2. Click "Import Leads" button
3. Select your CSV file
4. Map columns if headers don't match exactly
5. Choose which Flow to associate imported leads with
6. Click "Import"

Step 3: Review

• System validates emails
• Shows any errors or duplicates
• Confirm import
• Leads appear in table immediately

Deduplication: System checks for existing emails and either skips or updates based on your preference.

Exporting leads

Export all leads

1. Go to /leads
2. Click "Export" button
3. Choose format: CSV
4. Choose fields to include
5. Download file

Export filtered leads

1. Apply filters (by Flow, date, status)
2. Click "Export Filtered"
3. Only filtered leads are exported

Export from flow page

1. Go to Flow details → Leads tab
2. Export only leads from that specific Flow

CSV format

• Includes all lead fields
• One row per lead
• Compatible with CRMs (HubSpot, Salesforce, etc.)

Lead statuses

You can manually update lead status:

• New - Just entered a Flow, not yet contacted
• Contacted - Follow-up emails sent
• Qualified - High engagement, ready for sales
• Client - Converted to customer
• Unsubscribed - Opted out of communications

Status helps you segment and prioritize your outreach efforts.