Leads
The Leads screen shows every form somebody filled in on your site — contact forms, newsletter sign-ups, quote requests, and anything else your form plugin captures.
:::info Checkouts moved Someone who reached your basket is not a form submission, so checkouts live on Ecommerce → Checkouts beside the orders they did or did not become. That screen has the cart value, the abandoned/blocked split, and cart recovery.
StorePilot decides which screen a capture belongs to once, when it arrives: anything that touched a cart or carries an order number is a checkout, whatever the form was called. :::
Summary cards
Above the list, five cards cover the period chosen in the date picker (31 days by default): Total leads, In progress, Reached out, Ordered and Conversion rate — the share of the period's leads your team marked as ordered. A status counts by where each lead is now, so a lead that arrived last week and was answered today counts as reached out.
Each card compares with the same number of days just before, and its small bars show how the period went. The cards are figures to read — to narrow the list by status, use the filter on the Status column. The list itself shows the leads captured in the same period.
Leads List
Navigate to Dashboard → Leads.
Each row shows:
- Name and email of the contact
- Cart total at time of capture
- Status badge
- Markers — what went wrong while this person filled the form in, across every visit it was filled in from: errors (red), rage bursts (orange) and dead clicks (blue), each an icon with its count. The same column, with the same chips, is on Recordings, Visitors and Checkouts. Rage and dead clicks are kept per visit for two years, like the rest of the analytics.
- Captured at timestamp
Filtering
| Filter | Options |
|---|---|
| Status | All / New / Contacted / Converted / Lost |
| Date range | Filter by capture date |
| Search | Filter by name or email |
Lead Detail
Click any lead to open the detail view.
Contact Information
| Field | Value |
|---|---|
| First name | From the form |
| Last name | From the form |
| From the form | |
| Phone | From the form |
| WordPress User | User account (if logged in) |
Every other field the form carried is kept too, and is visible to admins and owners only — a form's remaining fields are whatever that form happened to ask for, and nobody has audited what that is.
Page + Session
- Page URL — the page the form was submitted from
- Captured at — exact timestamp
- Session recording — link to the session recording if available
Managing Lead Status
Use the Status dropdown on the lead detail page or in the list view to track your follow-up progress:
| Status | Meaning |
|---|---|
new | Just captured; not yet actioned |
contacted | You have reached out to this person |
converted | They completed a purchase |
lost | No longer engaged |
Notes
Add internal notes to a lead using the Notes field. Notes are private (not visible to the contact).
Exporting Leads
Lists have no export button. Leads leave as files through a scheduled export (Settings → Exports), or through the API. Your own account's data is exported from your profile, under Data & account.