Leads FAQ's (all)
What are leads?
What are my options for using Sequences to convert Leads?
How do I create a lead form to capture leads from my website?
What are the different sources leads can come from?
In Leads, how can I view a list of Abandoned Checkouts? How can I save this list for quick access?
How do abandoned checkout leads work?
How does the Sequence Template for Abandoned Checkout Lead Conversion work?
How do I create a lead manually? For instance, if I'm talking to a potential customer who just wants to learn more.
How do I stop an automated sequence from messaging a specific lead?
How can I ensure new leads are assigned to staff in a round robin fashion?
Are staff notified when a lead is assigned to them?
How do I assign a staff member to a lead manually?
How do I update Lead Notification Preferences?
How do I add / edit Custom Lead Fields?
How do I add / edit Sources for Leads?
How do I add / edit Stages for Leads?
How do I reorder my saved segments at the top of my Leads dashboard?
Leads that convert to customers aren't leaving my Leads dashboard. How can I message all leads without messaging these converted customers?
How can I import leads in bulk? Are there any formatting requirements?
What's a bogus lead?
Lead Collection & Management
Abandoned Checkout Leads
Convert ClassPass customers to a membership with a Sequence
How to Create a Lead Form for Your Website and target those leads
We've Revamped our Lead Profile Page and Added 2 new features: Automatically Update Lead Stages with Sequences & Assign Leads to Staff Members
Lead Conversion Template