A lead is an individual or organization that has the potential to become a future customer. A lead can be someone who sees or downloads your content, signs up for a trial, or joins your mailing list.
- Visit Communications > Leads to view your leads.
- Click on a lead’s name to open their profile. All their interactions with your assets are documented in the profile.
Important to note
- Each lead profile has a unique email address.
- Information from one profile can’t be transferred to another.
- Profiles can’t be combined.
Click through the tabs in a lead profile to see other information and actions available for the lead.
- Profile: Review and modify contact information, tags, and notes
- Lists: Lists the lead is or has been subscribed to and manual subscription action
- Emails: Broadcast and sequence emails the lead has received
- Sequences: Sequences the lead is or has been subscribed to and manual subscription action
- Memberships: Memberships the lead has or has had access to and manual access action
- Webinars: Webinars the lead has registered for and manual registration action
- Surveys: Surveys the lead has completed
- Calendars: Calendar appointments the lead has or has cancelled and manual scheduling action
- Orders: Transaction records showing all sale, rebill, refund, and cancellation events
- Helpdesk: Log of all tickets and live chat interactions
- Log: Log of all lead actions tracked by Kartra