---
title: Leads
slug: leads
docTags: 
createdAt: 2026-03-08T02:23:07.041Z
---

The **Leads** page shows everyone who submitted the enquiry form on your landing page. Each submission becomes a lead that you can track, contact, and move through your pipeline.

Navigate to **Growth → Leads** in the admin sidebar.

:::hint{type="info"}
Leads only appear here if you have the **Lead Capture Form** section enabled on your landing page. If it's not enabled, the page will show a prompt with a link to Landing Page settings.
:::

***

## 📋 Lead information

Each lead card shows:

- **Name** — As submitted in the form
- **Status badge** — Current stage in the pipeline
- **Referral code** — If the visitor came via a member referral link (shown as a purple badge)
- **Phone number** — Clickable to call directly
- **WhatsApp link** — Opens a WhatsApp chat with the lead
- **Date submitted**
- **Message** — The visitor's enquiry message (if your form has the message field enabled)
- **Notes** — Your internal notes (editable, shown with a yellow sticky note)

***

## 🔴 Lead statuses

Leads move through 7 stages:

| Status              | Colour | Meaning                             |
| ------------------- | ------ | ----------------------------------- |
| **New Enquiry**     | Blue   | Just submitted, not yet contacted   |
| **Contacted**       | Yellow | You've reached out to them          |
| **Interested**      | Purple | They've expressed interest          |
| **Trial Booked**    | Orange | A trial class has been arranged     |
| **Trial Completed** | Teal   | The lead attended their trial class |
| **Enrolled**        | Green  | They've joined the academy          |
| **Lost**            | Grey   | No longer interested                |

A lead is automatically moved to **Trial Completed** the moment their trial class attendance is marked — no manual step needed.

### Book Trial (leads without a class yet)

Some enquiries come in before the visitor has picked a class, or self-book a trial from your landing page without one. These leads land in **New Enquiry** and show a **Book Trial** action on their card — use it to pick the class and date, which moves them to **Trial Booked**.

***

## 🔀 Moving a lead to a different status

Click the **Move** button on any lead card to see a dropdown of all other statuses. Select one to immediately move the lead. The status update is saved instantly.

You can also move leads by dragging them in the **Pipeline** view (Growth → Pipeline).

***

## 🔢 Status filter tiles

At the top of the page, coloured tiles show the count for each status. Click any tile to filter the list to only that status. Click again to clear the filter.

An active filter pill appears below the tiles showing which stage is selected and how many leads match — click the × on the pill to clear it.

***

## 📝 Adding notes

Click the sticky note area on any lead card (or the "Add a note..." placeholder) to open a text editor. Type your note and click **Save**. Notes are visible only to admins — members never see them.

Use notes for things like:

- "Called, left voicemail"
- "Parent prefers Saturday class"
- "Waiting for registration docs"

***

## ☎️ Contacting leads

Tap the **phone number** on any card to call directly from your device.

Tap **WhatsApp** to open a chat with the lead's number in WhatsApp Web or the WhatsApp app.

***

## ☑️ Bulk actions

Select multiple leads at once using the checkboxes on each card (or the **Select all** toggle at the top). Once leads are selected, a sticky action bar appears with:

- **Move to status** — set all selected leads to a new pipeline stage
- **Archive** — move them to the archive (or **Restore** if viewing archived leads)
- **Delete** — permanently remove (with confirmation)
- **Clear selection**

***

## 🗂️ Archive vs delete

The header has an **Archive / Active** toggle. Archived leads are hidden from the main list but kept for reference.

- **Archive** — for leads you don't want cluttering your view but want to keep around (e.g. lost leads from years ago)
- **Delete** — permanent, cannot be undone — use only for spam or test entries

***

## 📥 Exporting leads

Click **Export CSV** at the top of the page to download all leads in the current view. The CSV includes:

- Name, phone, email
- Status, type (inquiry / trial signup), source
- Class interest and landing page (if available)
- Message and notes (multi-line fields are joined with `|`)
- Referral code, converted student (if linked)
- Created and archived timestamps (ISO format)

The file is named `leads-YYYY-MM-DD.csv` and includes a UTF-8 BOM for Excel compatibility. Phone numbers are prefixed with an apostrophe so Excel doesn't strip leading zeros.

***

## 💡 Tips

- Work leads in order of recency — the list is sorted newest first
- Move leads to **Contacted** as soon as you reach out so you don't follow up twice
- Mark as **Lost** instead of leaving in **Pending** — it keeps your counts accurate
- Cross-reference the **referral code** badge — if a lead came via a referral, converting them will automatically trigger the member's reward