View a lead

A lead's profile is one person's full story across your workspace: who they are, when they arrived, which funnels they joined, and what they answered. Open it before a call or a follow-up email and you'll know exactly what they want.

Open a lead's profile

  1. Go to Leads in the top nav.
  2. Click any lead in the list, or find them first with Search by Email.

The header shows their name (or "No name set"), their email, and First Signed Up — the date they first joined one of your funnels.

What's on the profile

  • Profile — their Email, Name, and Premium AI Credits Used, the total credits spent generating premium AI content for this lead.
  • Funnels Signed Up To — every funnel they've joined. A funnel with a report shows Latest report and its date; click it to open the report in the View Report drawer. Funnels without one say "No report generated yet."
  • Funnel Answers — the questions and answers this lead submitted in each funnel, in their own words.

Edit or delete a lead

  • To fix a typo, hover over Email or Name in the Profile card, click Edit, and save.
  • To remove the lead, click the trash icon in the header and confirm. This deletes all data associated with them — profile, answers, and reports.

Add a lead by hand

Most leads arrive through your funnels, but you can also add someone manually from the Leads list: the Add Member drawer takes a name and an email address.

Good to know

  • A lead only has a name if they gave one during signup — you can add or fix it yourself with Edit.
  • Funnel Answers only lists funnels where the lead actually filled in the form. A signup with no answers won't show a table there.
  • Use Back to Leads to return to the full list.

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