All leads and lead history
One list of every lead from every source, a history feed, the trash with 30 days, and automatic leads from the chatbot and the inbox.
All leads shows every lead in one place, whatever its source and status. The pipeline shows open work. This page shows everything, including leads that became customers or were lost.
Where leads come from automatically
- Chatbot conversations in AI Studio that leave an e-mail address or a phone number.
- Appointments booked through a chatbot or a calendar.
- Messages in the shared inbox from a person who wrote to you.
- Web forms, Lead Finder, imports and leads you add by hand.
IDup checks duplicates by e-mail first and by phone number second. A known lead gets a note instead of a second entry. A known customer gets a note on the customer. A phone number that fits several people is not added at all. A person without e-mail and phone creates no lead.
Work with the list
- Filter by status, source type, exact source, stage, owner, tags, date and value.
- Search by name, company, e-mail or phone.
- Select Save view to keep filters and columns for yourself.
- Tick rows for bulk actions: Change stage, owner, tags, Export, Mark as lost and Delete.
- A converted lead links to its customer.
History
The history tab lists what happened: created, stage changed, assigned, call, e-mail, chat, appointment booked or cancelled, quote sent or accepted, converted, lost, deleted or restored. Open an entry to land on the right place in the lead file. Chat entries link to the conversation in AI Studio.
Delete and restore
Deleting needs the permission to delete leads and asks for confirmation with the number. Deleted leads stay in the trash for 30 days with their notes, files and appointments. You can restore them there. For 10 seconds after deleting you can also undo.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
