Leads lists every lead from the AI chatbot, audit widgets and contact forms in one place.
Find leads
- Search by name, email or question.
- Filter by client and by date: Last 7 days, Last 30 days, Last 90 days or All time.
- Filter by source: AI chat, Audit widget (create one) or Contact form.
Click a lead to see its contact details, consent, the audit or chat, a timeline and your team’s notes.
Work with a lead
In the lead panel you can:
- Email the lead
- Mark as contacted
- Sync it to your email tool (connect one first: Send leads to your email tool)
- add a note with Save note (only your team sees notes)
- Delete it
Export leads as CSV
- In Leads, set the filters you want, or select some leads.
- Click Export CSV.
The file includes all leads that match the filters, or only the selected ones.
Delete and restore
Select leads and click Move to trash. Deleted leads stay in Trash for 30 days. From there you can Restore them or Delete forever.
Common questions
What is in the leads CSV file?
Date, Name, Email, Phone, Client, Source, Page, Website audited, Keyword, Consent, Contacted and Synced.
Can I get deleted leads back?
Yes, from Trash, until they are deleted for good after 30 days.
Related articles
- Create an audit widget and add it to a website
- Send leads to your email tool (lead sync)
- Export all your data
Still need help?
Ask in the chat inside the app, or send us a message on the contact page. You can also browse all help topics.