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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.

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Where to find Leads

Go to Program Dashboard → Leads in the sidebar. Program owners and instructors can view and manage leads for their organization.

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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.

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Learn more