View lead submissions in a list view and access more lead data to better prepare for appointments or events.
The Leads List provides a chronological record of each lead that converted using the application and modules on your website, beginning at the most recent leads. Users may view older lead submissions by expanding the number of rows visible or by clicking the forward chevron at the bottom of the list. The Leads List displays the customers' names, the dates and times the leads were created, the company or companies that received the leads, and the app or module through which the customer became a lead. The list also includes the number of touches or the number of times the customer visited your website before becoming a lead or submitting their information.
To export the customer and Lead List data to a CSV (comma-separated value) file to be viewed in Microsoft Excel or Google Sheets, click the Export Leads List button to the right of the search bar. The data exported is representative of the date range or interval selected within the filters. To export all customer and lead list data, click the Clear Filters button or choose a custom date range, then the Export to CSV button.
Number of rows displayed: Adjust the number of rows displayed by clicking the drop-down selector at the bottom left of the page.
Navigate between pages: Use the pagination selection at the bottom right of the page. This will allow you to view older leads. Note: Pagination only appears if there is more data available than can fit on the page. By default, 10 rows of data can be displayed, though this number can be increased to 100 rows.
Leads displayed on the calendar can be filtered by using the drop-downs above the calendar to reduce the information displayed and hone in on specific leads.
A search bar allows the user to search for a specific customer within the time period displayed. Users can search by first name, last name, phone number, or email address.
To change to the Lead Calendar view, click the Calendar View button at the top right of the page or Calendar from the navigation menu.