New lead
The lead is tied to your account and timestamped automatically.
My leads
Every lead you've submitted, newest first.
All leads
Admin view — every lead from every user. Export the full dataset to Excel.
Performance
Lead totals and trends across the whole team.
Leads by status
Leads by user
Leads over time
By rep
Intake form
Customize the fields reps fill out. Changes apply everywhere — the form, tables, CSV import, and Excel export.
Add a field
Admin
Manage email notifications and user accounts.
Email settings
Email a designated address whenever a new lead is submitted, with the submitter and all field values.