Leads - Overview

Welcome to All Customers > Leads!


From here you can:

  • View all your Trials, past and present

  • Update your Leads Settings

  • Send emails to Leads

  • Export Leads to a CSV file

  • View Lead Details and Lead History for each of your Leads


To get started, visit the All Customers section and click on "Leads"


This will launch your Leads section where you will be able to navigate between All leads, Active leads, Enrolled leads, and Not Interested leads, as well as edit your Leads Settings.


Filter by Opt in Date (#1), Add/Import new leads (#2), search for specific leads (#3), email one or all your leads (#4), and export a CSV of one or all your leads (#5) here.


Click on a leads Buyer Name to open their Lead Details and Lead History.


Click the green email to send an email or the green Status to update your Lead from Active to Enrolled or Not Interested.