Leads & Conversion
Hot leads
The people most likely to buy next, so you follow up with the right ones first.
In short
- Find them in Leads → Hot Leads.
- A lead is hot when they left an email and showed real interest, but have not booked.
- Their heat, from 0 to 100, cools when they go quiet, and they leave the list once they book.
Who is on the list
| Shown | Not shown |
|---|---|
| Left an email (filled a form or opted in), and looked at your booking or checkout page, watched your video, scrolled a lot, or came back. | People who already booked, and visitors who never left an email. |
The heat number rises with that interest. Recent activity counts most.
What counts as a good lead
Above the list, Good lead shows the buyer you described when you created the funnel. Until you add it, scores use behavior only and the page says so. Choose Add criteria or Edit to set it.
Working the list
| Do this | How |
|---|---|
| Pick a funnel and a period | Both are at the top. |
| See who to contact | Switch between To contact, Contacted and All. |
| Know them | Details shows their source, pages and recent visits. Replay plays a visit (see Session replay). |
| Reach out | Copy their email, or export the list as a file. |
Tip
Follow up while they are hot. Someone who looked at your booking page an hour ago is worth far more than someone from last week.
Get told when one is ready
Open Alerts at the top, switch lead-ready alerts on, and choose the score to alert at (40 to 100). Pick where to be told: in the app, email, Slack, Discord, text message, or all that you have connected.
The other Leads tabs
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