Where to find Leads
Go to Program Dashboard → Leads in the sidebar. Program owners and instructors can view and manage leads for their organization.What you can do
- View and filter leads — See all leads in a table and filter by status (Active, Converted, Lost).
- Open a lead — Click a row to open the lead detail panel with full contact info, history, and actions.
- Update status — Mark leads as Active, Converted (enrolled or purchased), or Lost, with optional notes.
- Add notes and activity — Log calls, emails, meetings, or general notes so your team can see the full timeline.
- Manage waitlists — Add a lead to one or more cohort waitlists from the lead panel.
- See cart abandonment emails — For leads who left checkout, view the status of automated follow-up emails.
- Review pipeline metrics — Use the cards at the top (active pipeline value, converted count, lost count, new leads) to track progress.