VIDEO TUTORIAL · 1:25
Leads
All prospects (leads) from Meta, Google and TikTok forms plus manual entries in one list, with status, notes and conversion rate.
English AI narration · Embedded English captions · Sample demonstration data
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Follow the steps in your account
Open in platform Sign-in and access to this tool are required.
Before you start
- For automatic leads from Facebook/Instagram Lead Ads, connect Meta with Lead Forms permission ("Connect for Leads").
- If you see "Lead Forms approval needed", the Facebook Page admin must approve the access.
Step by step
- At the top you see Total leads, New, Contacted, Converted and conversion rate for the selected period.
- Click "Leads Discover" (or "Choose Lead Forms") to find your pages' forms. Select which ones to receive leads from and click "Save & Sync".
- Filter by name or email search, platform, status, form and date. "Reset" resets the filters.
- Click "Change" on a lead to set its status: New, Contacted, Converted (became a customer) or Lost. Add a note about what was said.
- Use "New Lead" to add a contact from a phone call, email or walk-in: name plus email or phone is required.
- Use "Download" to save the list as a CSV table or an accounting XLSX, with your active filters applied.
Common questions
- New Meta leads are not arriving.
- If you see "Meta connection needs reconnecting", click "Reconnect for Lead Forms". Also check the form is selected in Leads Discover.
- "No pages found" when searching forms.
- The Meta connection was not given access to your pages. Reconnect and select all pages.