Leads are people who asked for information about your programs or who started checkout but did not complete enrollment. The Leads section helps you track and follow up with them.Documentation Index
Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt
Use this file to discover all available pages before exploring further.
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.
Learn more
| Guide | What it covers |
|---|---|
| Where leads come from | How leads are created: information request form and cart abandonment |
| Viewing and filtering leads | Table columns, status filter, and opening the lead detail panel |
| Lead details and status | Contact info, status meanings, and how to update status |
| Notes and activity | Logging calls, emails, meetings, and notes on a lead |
| Waitlists | Adding leads to cohort waitlists and seeing which waitlists they are on |
| Cart abandonment emails | Automated follow-up emails and when they are cancelled |
| Pipeline metrics | What the four metric cards mean and how to use them |
| What updates automatically | How leads and emails update when students enroll or purchase |