#Leads

Marketing > Leads lets you review captured leads and their details.

#What this page helps you answer

Use it to understand:

• Which leads were captured recently
• Which leads left an email address and which did not
• Which source titles or landing pages are generating leads
• When a specific lead was created
• Whether a lead later became part of a conversation
• What information was captured through the pre-chat form

#What the list shows

Typical fields include:

• Name
• Email
• Source
• Created at

The list also includes an "Open in new page" entry so you can inspect a single lead in more detail.

#What each list field means

• Name: The lead's name. This usually comes from what the customer entered. If no name was provided, the system shows a default value such as guest#id.
• Email: The lead's email address. This is useful for quickly judging whether the lead can be followed up later.
• Source: The lead source information. The system shows the source title first, and falls back to the source page when the title is unavailable.
• Created at: When the lead was created. In the list, this is usually shown as relative time, such as "a few minutes ago".
• Open: Opens the current lead in a new page for a closer check.

#Filters that matter

The most useful filters are:

• Creation Date Range
• Email
• Has Email
• Sort Order

In practice:

• Has Email supports all, has email, and no email, making it easy to separate reachable leads from leads without contact details.
• Sort Order currently sorts by created time in ascending or descending order, which is useful when checking the newest leads or reviewing historical data.
• Email is useful when you need to find a specific customer or answer questions such as "Did I already leave my contact information before?"

#What to inspect in lead detail

The detail page is useful when you need more complete information, such as:

• Name
• Email
• Phone
• Source Title
• Device
• User Agent
• Landing page
• Conversation Count
• Created at
• Pre-chat Name
• Pre-chat Email
• Pre-chat Phone

#What each detail field means

• Name: The lead's name. You can edit it directly if it needs correction.
• Email: The lead's email address. You can edit it directly if it needs correction.
• Phone: The lead's phone number. You can edit it directly if it needs correction.
• Source Title: The source title. This is usually easier to recognize than a URL when identifying the source page, source module, or campaign.
• Device: Browser and operating system information parsed from the user agent, useful for understanding the environment where the lead was created.
• User Agent: The original client identifier string, useful for lower-level technical investigation.
• Landing page: The page URL where the lead was created. You can open it directly for review.
• Conversation Count: The number of conversations associated with this lead. If it is greater than 0, the lead has usually already entered an actual conversation.
• Created at: The exact time when the lead was created.
• Pre-chat Name: The name entered in the pre-chat form.
• Pre-chat Email: The email entered in the pre-chat form.
• Pre-chat Phone: The phone number entered in the pre-chat form.

Pre-chat fields only appear when the lead actually contains pre-chat form data.

#Operating pattern

1. Filter to the recent period with Creation Date Range.
2. Use Has Email to separate leads that can be contacted later.
3. Combine Source, Source Title, and Landing page to identify where high-quality leads are coming from.
4. Open the detail page to verify contact details, device information, and pre-chat form data.
5. If Conversation Count is greater than 0, continue into the related conversation for more context.