Overview
Website leads lists everyone who filled in a form or booked through the selected client's SalesHive website, newest first. Each lead is saved as a deal in the client's pipeline, and this page shows where it came from: the form, landing page and campaign. The list is read-only; open a lead to follow up on its deal.
How to use this page
Open the page
Choose Leads under Inbound in the sidebar, or select the website leads count on the Inbound overview. Employees pick a client from the dropdown in the top-right first. The box at the top right shows how many leads arrived in the last 30 days.
Narrow the list
Use the form menu to show one form, and pick 7 days, 30 days, 90 days or All time. The count beside the filters shows how many leads match. If nothing matches, select Clear filters.
Read where a lead came from
Each row shows the date, the person's name, company and email, the form and lead source, the landing page they first arrived on, the UTM campaign, and the deal's current stage. Hover a landing page to see its full address.
Follow up
Select a lead's name to open its deal, where you can work it like any other deal in the pipeline.
What the buttons do
- Inbound
- Returns to the Inbound overview.
- All forms menu
- Filters the list to one form. Each form shows how many leads it has captured.
- 7 days, 30 days, 90 days, All time
- Limits the list to leads submitted in that window. All time is the default.
- Lead name
- Opens that lead's deal.
- Clear filters
- Appears when no leads match. Resets the form and date filters.
- View your website
- Appears when there are no leads yet and the site is published. Opens the client's website in a new tab.
- Go to Inbound
- Appears when there are no leads yet and the site is not published. Opens the Inbound overview.