Managing Leads

Leads are prospects who have interacted with your booking forms. Track, filter, and manage all your leads from the Leads page.

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