Understanding your leads

Anyone your automations capture — through lead questions, a booking, a waitlist sign-up, or a giveaway entry — shows up in one place: your Leads list. Here's how to read it and use it day to day.

Table or board — your choice

Switch between a Table (every lead as a row, sortable and filterable by account or automation) and a Board (a Kanban view you drag cards across). Both show exactly the same leads.

Moving a lead through stages

Every lead sits in one of six stages: New → Contacted → Qualified → Negotiating → Converted / Closed. Move a lead between any of these yourself, any time — Zaptium never moves a lead's stage on its own after it's created.

Opening a lead

Click any lead to see everything it captured — which automation brought it in, when, any answers it gave — plus a place to add tags (up to 20 per lead) and notes, and a running activity history of every stage change.

Consent shown on a lead reflects whatever the person has done since — including if they later withdrew it through their own data page. If someone completes the same automation twice, you'll get two separate lead cards, not one merged record.

Exporting to a spreadsheet

Use the export action to download whatever's currently filtered as a CSV file — handy for importing into another tool or sharing with a teammate. Exports are capped at 10,000 leads at a time.

What's next

Want more leads coming in? See collecting leads automatically or running a giveaway.