Working the Lead Manager

The Lead Manager (Leads in the sidebar) is where captured and manually-added leads get worked.

Statuses and values

Every lead moves through new → contacted → qualified → quoted → won / lost. Change status straight from the table's dropdown. Click a quote value to edit it inline; add sales value on the lead's detail page when it closes. These values power the revenue numbers in your reports.

Assignment and alerts

The Assigned column routes a lead to a teammate by name. Anyone can switch on lead alerts for a project under Notifications on their My profile page: a "New lead" alert arrives seconds after each submission, under the bell in the app's top bar and by email, depending on the switches set there.

Notifications

The bell in the top bar is your in-app feed. It collects new leads (for projects where you have lead alerts on), scheduled reports that sent or failed (if you own the report), webhooks that stopped delivering (if you manage integrations), and billing events such as a failed payment or a trial about to end (if you manage billing). Unread items show a count on the bell; click one to open it, or mark them all read. Notifications keep for 60 days.

Choose what reaches you from My profile (the cog in the bell's panel takes you straight there). The Notifications card has a switch per topic (new leads, scheduled reports, webhook failures, billing) for in-app, and an email switch where Trackfully sends one itself (new leads and trial reminders). Under New leads, tick the projects you want alerts for, and narrow a project to one profile if you like. Everything is on until you switch it off, and your choices apply to you alone; they never change what your teammates receive.

The journey: how a lead found you

Every tracked lead's detail page tells its story in order: each recorded visit with its channel, source, campaign, and landing page, ending at the conversion. Two quiet badges mark the visits your reports credit: First touch (the visit that started the relationship) and Attributed (the last click before converting), so the attribution you see in reports is explainable lead by lead. The green Converted here marker shows the visit that produced the enquiry. Manual leads and leads without tracked visits show their stored attribution snapshot instead, clearly labelled.

Quotable: lead quality, separate from stage

Every lead carries a Quotable value: Yes, No, Pending, or Not set. It answers "was this a lead worth having?", which is a different question from where the lead sits in your pipeline, so changing one never changes the other. A lost deal can still have been a quotable lead, and a won one always was. Set it from the table's dropdown, the lead's detail page, or in bulk from the selection bar. Reports count quotable leads beside raw leads, and when you track spend they price each one (cost per quotable lead) and show wasted spend, the share of budget that went on leads you marked not quotable. Triage matters: leads left on Not set or Pending count as neither quotable nor waste.

Unique and repeat leads

Trackfully spots when the same person comes back: a new lead that shares a visitor, email address, or phone number with an earlier lead in the profile is badged Repeat, and everything else stays Unique. The first lead from a contact always stays unique, and spam never counts as an earlier match. Filter to repeat-only or unique-only from the filter bar. The badge is informational and never changes your report numbers.

Notes

Every lead carries a notes thread on its detail page. Anyone who can edit leads can add a note (who said what, when), and everyone else can read the thread. You can delete your own notes; nobody can delete someone else's. A small count next to the contact name in the table shows which leads have notes.

Filters, views, export

Filter by status, type, date range, or search contacts. Any filter combination can be saved as a view. Views are private to you unless you tick Share with team when saving (or use the share button on one of your views later): a shared view appears for everyone who can see that project, marked with a small team icon, and only its owner can change or delete it. Export CSV downloads exactly what the current filters show.

Bulk actions

Tick rows (or select-all) for Archive, Mark as spam, or Delete. Archived leads keep their data and restore from the Archived toggle; spam-flagged leads live behind the Spam toggle and are excluded from every report. Delete is permanent.

Spam

Suspicious submissions (honeypot hits, rapid-fire repeats) are flagged automatically and hidden by default. False positive? Open the Spam view and click Not spam — it returns to your numbers immediately.

Manual leads

Add lead records phone-call enquiries or walk-ins by hand, with the same statuses and values as tracked leads.