Leads Page

The Leads page shows all leads that Konektor captures from your website, WhatsApp links, chats, and partners. Open Tracking & Ads > Leads.

Read the page

The cards above the table show Total Leads, New Leads, Purchases, and Total Value.

The tabs above the table filter leads by stage:

Search and filter

• The search box accepts a full name or a full number.
• The Status, Source, and Platform filters narrow the list.
• Choose a date range at the top of the page.
• Hide Visitors hides visitors who are not leads yet. This switch is on by default.
• With Value Only shows only leads that have a deal value.

Click Clear Filters to go back to the full list.

Click Refresh Data to load the latest data. You can also choose an automatic refresh every 10, 30, or 60 seconds.

Change the lead status

1. Click the status on the lead row.
2. Choose the new status, for example Contacted, Qualified, or Purchase.

The available statuses are New, Contacted, Responded, Qualified, Hot, Proposal, Negotiation, Invoice Sent, Purchase, and Lost.

Each status change sends conversion feedback to the connected ad platforms. Read Ad Platform Integration & Offline Data.

Deal value

Some statuses ask for a deal value. By default, these are Qualified, Proposal, Negotiation, and Purchase. You can change this list in Conversion Settings.

1. Fill in the amount in the workspace currency.
2. Click Confirm Update.

The value for Purchase is saved as Actual Revenue. The value for other statuses is saved as Estimated Value.

Actions on one lead

Export

Only the Owner can export leads.

1. Click Export.
2. Choose Export Filtered Data or Export All Data.

A small export downloads at once. A large export goes into a queue, and you get a notification when the file is ready.

Troubleshooting

Related links

• Customer Journey & Lead Lifecycle
• Conversions Dashboard
• Lead Map