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Leads in your list come from two places: when someone submits an information request on your public page, or when someone signs in and goes to checkout but does not complete payment.

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Information request form

When a prospective student uses Request Program Information on your public program or cohort page:
  • They enter their name, email, and phone and submit the form.
  • They receive a confirmation email that their request was sent.
  • Your organization receives a notification email with their contact details and the program or cohort they asked about.
  • The request appears as a new lead in Program Dashboard → Leads.
You can then follow up by phone or email and update their status and notes in the lead panel.

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Cart abandonment

When someone is signed in and goes to the checkout page for a cohort or a course but leaves without completing payment:
  • The system may create a lead (or reuse an existing one from a recent visit) so you can see who showed interest.
  • Up to three automated follow-up emails may be sent to remind them to complete enrollment or purchase (see Cart abandonment emails).
  • The lead appears in your Leads list. If they complete enrollment or purchase later, their lead status is automatically updated to Converted and any remaining follow-up emails are cancelled.
This helps you see who started checkout and gives the platform a chance to re-engage them before you need to reach out manually.