Managing Leads

Accessing Leads

Navigate to Leads in the sidebar to view all your leads.

Lead Sources

Leads are created when someone:

1. Completes Step 1 of your booking form (partial lead)
2. Completes a booking (converted lead)
3. Gets disqualified by qualification rules (disqualified lead)

Lead Information

Each lead record contains:

Contact Information

• Name: First and last name
• Email: Email address
• Phone: Phone number with country code

Form Responses

• All custom field answers
• Stored in the custom fields section
• Available for filtering and export

Status Information

• Qualification Status: Qualified, Disqualified, or Pending
• Lead Score: Numerical score (if grading enabled)
• Lead Grade: Fruit, Ripe, Growing, or Seeding

Source Data

• Event: Which booking event they used
• Source URL: The page they booked from
• Created At: When the lead was captured

Geolocation

• Country: Detected country
• City: Detected city
• Region: State/province

Lead Statuses

Filtering Leads

Use filters to find specific leads:

Filter Options

• Event: Filter by booking event
• Status: Qualified, Disqualified, Booked
• Lead Grade: Fruit, Ripe, Growing, Seeding
• Date Range: When the lead was created
• Search: Search by name or email

Example Filters

• "Show all Fruit-grade leads from Discovery Call event"
• "Show disqualified leads from last 30 days"
• "Show all leads from Strategy Session"

Viewing Lead Details

Click on a lead to view full details:

Detail View Contents

• Complete contact information
• All form responses
• Qualification status and reason (if disqualified)
• Lead score breakdown (if grading enabled)
• Associated meetings
• Activity timeline

Lead Score Breakdown

If lead grading is enabled, see how the score was calculated:

• Each scored field
• Points awarded
• Weight applied
• Final calculation

Lead Actions

Export Leads

Export your leads to CSV:

1. Apply desired filters
2. Click Export
3. Choose export format
4. Download the file

Export includes all lead data and custom field responses.

Delete Lead

Remove a lead record:

1. Open the lead details
2. Click Delete Lead
3. Confirm deletion

Warning: This is permanent and cannot be undone.

Lead Grades Visual Indicators

Leads display grade badges for quick identification:

Sort or filter by grade to prioritize follow-ups.

Incomplete Leads

Leads who started but didn't finish booking:

Why They Matter

• Shows interest in your services
• Opportunity for follow-up
• May have gotten distracted

Follow-Up Strategies

• Send a reminder email
• Reach out directly
• Review for patterns (maybe form is too long?)

Disqualified Leads

Leads who failed qualification rules:

Viewing Disqualification Reason

Each disqualified lead shows:

• Which rule triggered disqualification
• The field and value that caused it
• Timestamp of disqualification

Reviewing Disqualified Leads

Periodically review disqualified leads to:

• Verify rules are working correctly
• Identify borderline cases
• Adjust rules if too aggressive

CRM Integration

If GoHighLevel is connected, leads sync automatically:

Sync Status Indicators

• Synced: Successfully pushed to CRM
• Pending: Awaiting sync
• Failed: Sync error (check CRM connection)

CRM Contact ID

When synced, the GoHighLevel contact ID is stored for reference.

Best Practices

Regular Review

• Check leads daily or weekly
• Follow up on incomplete leads promptly
• Review disqualified leads monthly

Prioritize by Grade

• Focus on Fruit and Ripe leads first
• Nurture Growing leads
• Review Seeding leads for patterns

Data Hygiene

• Remove duplicate leads periodically
• Archive old, inactive leads
• Keep custom fields consistent

Follow-Up Timing

• Respond to new leads within 24 hours
• Incomplete leads: follow up within 48 hours
• Speed of response correlates with conversion

Lead Lifecycle

Form Started → Lead Created (Incomplete)
                    ↓
            Qualification Check
                    ↓
         ┌─────────┴─────────┐
    Qualified            Disqualified
         ↓                    ↓
   Time Selection        End (no booking)
         ↓
      Booked
         ↓
   Meeting Held

Troubleshooting

Lead Not Appearing

• Verify the form was submitted (Step 1 complete)
• Check the correct event filter
• Refresh the leads page

Wrong Status Showing

• Status updates may take a moment to sync
• Refresh to see latest status
• Check qualification rule order

Missing Custom Field Data

• Verify the field was required
• Check if the field was in a completed step
• Review form configuration

Related Guides

• Qualification Rules - How leads get disqualified
• Lead Grading - How leads are scored
• GoHighLevel Integration - CRM sync details