The Organization-Level Leads section provides a central, aggregated view of all leads collected across every landing page and workspace within your entire organization. This is the highest level of lead reporting, allowing you to monitor total performance without switching between individual workspaces or pages
How to Access Organization Leads
- Go to the Dashboard: Navigate to your main organization dashboard
- Open Organization Settings: Click the Settings gear icon in the top right corner of the dashboard
- Select the Leads Tab: In the settings window, click the LEADS tab located in the top navigation bar
What You See in the Organization Leads View
This centralized dashboard provides the following key details for every lead collected:
- Email and Status: The contact email and the lead’s current status (e.g., Complete or Partial).
- Landing Page URL: The specific URL of the landing page where the lead was submitted
- Workspace: The name of the workspace to which the landing page belongs (e.g., KB or Quiz Reporting).
- Form Data: Includes fields like ZIP Code, First Name, and Last Name
- Submission Time: When the lead was submitted
💡 Filter and View Options
The organization leads view can be managed using filters:
- Filter by Status: You can filter leads to see only Complete or only Partial leads
- Filter by Workspace: You can filter the leads by the specific Workspace they originated from