What each column tells you
Filter by status
Use the status dropdown above the table.
The count next to the filter tells you how many leads you are looking at.
Opening a lead
Click any row. A panel slides in from the right with everything about that person: contact details, status history, your notes, waitlists they are on, and cart abandonment emails if they have any. From the panel you can change the status, add a note, and add them to a class waitlist. Close the panel and the list refreshes, so your change shows right away.See also
- Lead details and status — What each status means and when to change it.
- Notes and activity — Keeping a record of your follow-up.
- Pipeline metrics — The cards at the top of the page.