Your leads
Find, read and export the leads delivered to you, and understand what each status means for you.
Leads in the top bar lists every lead your provider sent you, newest first. One row per lead: the contact's name with your provider's reference under it, their email and phone, when it arrived — in your own timezone, the one your quotas run on — its price if your provider shows prices, and its status. Click anywhere on a row to open the lead. The lead's address carries the reference (like LD-7K2M4A), so a link you paste into a chat or a ticket names the lead by itself.
Search matches an email, a phone number or the reference — a formatted number like +1 (415) 555-0134 finds the same lead as 4155550134. The chips beside it filter by status: All, Delivered, Pending, Failed, Deferred.
Both live in the address bar, so a filtered view can be bookmarked or sent to your provider as-is.
A delivered lead shows where you stand on it — New, Viewed, In progress, Sold or Lost — instead of a plain "Delivered", and a Progress dropdown filters on it. See tracking lead status. If you see neither, your provider keeps the feature switched off.
What each status means for you
| Status | What it means | What to do |
|---|---|---|
| Delivered | It reached your endpoint or inbox and was confirmed. | Work it. This is the one that counts. |
| Pending | Delivery is in progress. | Nothing — this normally lasts seconds. |
| Deferred | It arrived outside your operating hours. It's queued and sent automatically at your next open window. | Nothing. Your hours are on your Profile. Want these passed to someone else instead of waiting? Ask your provider to switch your outside-hours setting. |
| Rejected by your endpoint | Your webhook, inbox or destination refused the lead. | This one is on your side: check your webhook or mailbox, then tell your provider to resend. |
| Retrying | Delivery didn't go through and is being retried. | Nothing at first. Tell your account manager if it persists. |
Hover a status chip to see its short reason; the full reason sits at the top of the lead page.
Opening a lead
Click any row to open it. The page is split in two: what the lead is on the left, what happened to it on the right.
Left — the lead itself
- Contact — email and phone, each a one-click call or mail, each copyable.
- Lead details — every other field, in the order your provider designed the form. Labels sit above values and long values wrap in full, so nothing is cut off. Past a dozen fields, a Filter box appears — it searches labels and values, so typing a postcode finds the field holding it.
Right — the delivery
- Price — what this lead cost, if your provider shows prices.
Freemarks a compensation credit; a struck-through price means you were credited back after an accepted dispute. No Price card at all just means your provider keeps pricing outside the portal. - Delivery — a timeline: received, retried if it took more than one attempt, then delivered, scheduled or refused. Under it, What was sent holds one folded block per destination with the exact payload or message and your endpoint's answer. A destination that failed opens on its own.
- Already contacted — appears when this lead received an automatic text or email the moment it reached you, with the message itself. They know someone is going to call, so start from there rather than from the beginning. No such block means nobody has contacted them yet.
- Dispute — how long you have left to contest this lead, shown as a countdown and a bar, your past disputes with your provider's response, and the form. See Opening a dispute.
Every value has a copy button on hover.
Exporting to CSV
Export CSV downloads what you're currently looking at — the status filter and the search both apply, so narrow the list first if you only want part of it.
The file contains: Lead ID, Email, Phone, Status, Reason, Created At, Delivered At — plus Price and Currency if your provider shows prices — then one column per lead field. The Price column holds what you were billed: empty until a lead is delivered, 0.00 for compensation credits and leads credited back after an accepted dispute. Up to 5,000 of your most recent leads per export.
Common questions
A lead is missing from my CRM but shows Delivered here. Open the lead and read What was sent, under the delivery timeline. It shows the exact payload that was posted to your endpoint and the response your endpoint returned — compare that against what your CRM expects. A webhook that answers 200 then drops the payload still reads as delivered here, so a 200 with the lead missing on your side points at your own handler.
Why do some leads have fewer fields than others? You get the fields your provider maps to you for that source. A field left out of the mapping arrives empty.
Can I see leads from before I got portal access? Yes. The list covers everything ever delivered to you, not just since your login was created.
Can I edit or delete a lead? No. The portal is read-only. If a lead is wrong, dispute it.
Why is my export shorter than my total? Exports are capped at 5,000 rows, most recent first. Filter the list to narrow it down.