Leads
The Leads screen shows all contact information captured from your WooCommerce checkout form, including visitors who abandoned their cart before completing payment.
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 WooCommerce billing form |
| Last name | From WooCommerce billing form |
| From WooCommerce billing form | |
| Phone | From WooCommerce billing form |
| WordPress User | User account (if logged in) |
Cart Contents
A table showing the items in the visitor's cart at the moment the lead was captured:
| Product | Quantity | Line Total |
|---|---|---|
| Premium Widget | 2 | $49.98 |
| Standard Widget | 1 | $19.99 |
Cart Total: $69.97
Page + Session
- Page URL — the checkout page URL
- Captured at — exact timestamp
- Session recording — link to the session recording if available (click to replay the checkout flow)
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.