Leads

Who left their details, and how to follow up.

When a customer gives an email or a phone number and asks to be contacted, that is a lead. The Leads page lists them.

What is captured

Name if given. Email or phone, whichever they gave. What they asked about. A link to the conversation.

Following up

Open the lead to see the detail and the conversation beside it. Export the list as CSV for your other tools.

What is not captured

Details the customer typed for verification are not leads. An email used to prove an order stays with the order.