Leads and Lead Pages have been rebuilt so you can follow a lead from the AI answer that cited your page all the way to a won deal.
Highlights
- A pipeline view on the Leads page: cited answers, AI visits, leads, contacted and won, with your pipeline value, won value and how quickly your team replies.
- Deal values on every lead, in your workspace currency, editable from the list, the side panel or the full lead page.
- A period filter on both pages: last 7, 30 or 90 days, or all time. Lead Pages compares each figure with the period before.
- Lead alerts by email, Slack or webhook when someone fills in a form. Account owners get the email by default and members can turn it on. Alerts name the AI engine, the page and the lead score, never the visitor's name, email or phone.
- Statuses for every lead: new, contacted, qualified, disqualified, won and lost, with notes and a full activity history.
- Lead page cards showing each page's visits, leads and the AI engines that cited it.
- CSV export of the leads you are viewing, following your filters, for account owners on Enterprise plans. Every export is recorded.
Good to know
- A won or lost lead that enquires again moves back to new, and you get a fresh alert.
- The Slack and webhook alert is the New Lead event. See Slack and webhooks to turn it on.