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When you click a lead in the table, the lead detail panel opens. It shows everything about that lead and lets you update their status and add notes.

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What the panel shows

At the top you’ll see:
  • Name and current status (Active, Converted, or Lost)
  • Email and phone (click to email or call)
  • Program / course and cohort (if they chose one)
  • Lead value (program tuition when available) and created date
Further down you’ll find status management, status history, activity timeline (notes), waitlist management, and (for cart abandonment leads) cart abandonment emails.

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Lead statuses

  • Active — You’re still working this lead or they haven’t enrolled or purchased yet.
  • Converted — They enrolled in a cohort or completed a course purchase. You can also mark a lead Converted manually if they signed up outside the platform.
  • Lost — They’re no longer pursuing (e.g. chose another program or decided not to enroll).

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How to update status

  1. In the lead detail panel, find the Status Management section.
  2. Choose the new status from the Status dropdown (Active, Converted, or Lost).
  3. Optionally add Notes to explain the change (e.g. “Enrolled in Fall 2026 cohort” or “Went with another provider”).
  4. Click Update Status.
The lead’s status updates immediately and a new entry is added to Status History so you can see who changed it, when, and any notes. If you mark a lead Converted, it’s a good idea to add a short note so the rest of your team knows what happened.

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Status history

The Status History section lists every status change for this lead: the previous and new status, the date and time, and who made the change (if they’re a user in your organization). Any notes entered when updating status appear here too. This gives you a clear record of how the lead moved through your pipeline.