Follow-up pipeline
Work captured Leads
Use Leads to review visitors who shared their contact details and decide who your team should follow up with next.
Covered in this guide
Before you finish
Filter by stage or agent before reviewing or exporting leads.
Open the conversation when your team needs more context.
Move leads to Contacted once your team follows up.
Workflow
Follow the setup step by step
Search and filter
Filter by stage, source, agent, or search terms to find the leads your team should work next.
Open lead details
Review contact details, source, last question, conversation count, and captured answers.
Move the stage
Use New and Contacted to track whether your team has followed up.
Export or open chat
Export filtered leads to CSV or jump into the source conversation for context.
Reference
Key areas to understand
Table view
Best for scanning many leads and selecting rows for review or export.
Pipeline view
Best for seeing lead progress by stage.
Activity view
Best for reviewing recent lead capture activity in chronological order.
Lead details
Shows the information Harlo captured so your team can follow up with context.