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. :::
Leads List
Navigate to Dashboard → Leads.
Each row shows:
- Name and email of the contact
- Cart total at time of capture
- Status badge
- 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
Click Export CSV in the leads list to download all visible leads (respecting current
filters) as a CSV file. The file contains what the screen contains — forms only. Checkouts
have their own export on the Ecommerce screen, under the filename carts.csv, so a file can
never disagree with the page the button was pressed on.