Leads, meetings and events
Capture leads with consent.
- Who can do this
- Owners, admins and viewers see every lead. Members see leads from their own cards.
- Where in the app
- Leads
In short
You will have a lead form that stores every lead with the exact consent wording and version it saw, and know where to find the leads.
Steps checked
Check the form as a visitor.
- Step 1.
Set your wording in Settings, then Branding, in Consent text. Press Save branding.
- Step 2.
Open your published card on a phone and scroll to Share your details with your first name.
- Step 3.
Fill in Your name, Company, Work email, Phone (optional), Your role and Note (optional).
- Step 4.
Tick the consent box. It shows your wording, and the words privacy notice link to your privacy page. Without the tick the form says "Please tick the box to continue".
- Step 5.
Press Send my details to your first name. The visitor sees "Thank you" and a way to save your contact.
- Step 6.
Open Leads in the admin. The new lead is at the top of the list.
The same e-mail address sent to the same card twice within 24 hours does not create a second lead. A burst of requests gets "Too many requests. Please wait a few minutes and try again."
What is stored with each lead.
- The contact details the visitor typed, the card they came through and when.
- Consent given and Consent wording shown: the exact text, followed by its version, for example "(consent wording v2)".
- Placement, the short link or code the visitor arrived through, and Source: Card form or Meeting request.
- Actions taken on the card, such as saving your contact, which feed the lead score.
- For owners and admins only, the visitor's IP address and browser details.
Find and work the leads.
The chips at the top filter by stage. The filters cover search by name, company or e-mail, Card, Owner, Score band, Source, Sort by and a date range. Export CSV downloads the filtered list, including the consent text. Open a lead to see the Consent panel and to work it through your pipeline.
Alerts and resending.
Telegram and Slack messages for new leads are set up under Notifications. See alerts and follow-up e-mail. On a lead, owners and admins can press Resend webhook or Resend email. The follow-up e-mail goes only to visitors who ticked the consent box, and only when you switched it on.
Common questions.
Can a visitor send the form without ticking the box?
No. The form stops with the message Please tick the box to continue. A lead is only stored with the consent it was given.
What happens to old leads when I change the consent text?
They keep the wording and version they were shown. Only new leads get the new text and the next version number.
Who can see my leads?
Owners, admins and viewers see every lead, and viewers can only read. Members see leads from the cards they own.