Skip to main content
Every campaign has a Leads tab listing everyone in it, what state their conversation is in, and whether they have an appointment booked.

​
The table

​
Conversation states

​
Searching and filtering

Search matches leads by name, phone or email. Filters narrows the list by:
  • Conversation state — any of the states above, or all of them.
  • Date range — a from and a to date.
The current filters are summarised above the table, and Clear all removes them in one go.

​
Looking at one lead

Each row’s actions menu offers:
  • View conversation — the full message history. See Conversation history.
  • View lead info — every answer collected from this lead.
  • Delete lead.

​
Exporting

Export to CSV downloads the leads currently listed, including the information collected from them.
Phone numbers must include a country code. Whappy flags a number missing one and suggests the corrected form, because a number without a country code cannot be messaged.