Orders & customers
Review leads and follow up with customers
Leads are contacts or applications submitted through your forms. Handle them separately from verified purchases.
Step by step
- Open Customers & orders → Leads.
- Find the submission and read the answers in context, including the originating form or offer where shown.
- Check the contact method provided and identify the next step you promised on the form.
- Respond with the information needed for that enquiry. Ask permission before adding the person to unrelated marketing.
- If the conversation leads to a purchase, send the appropriate published product link and verify the resulting order separately.
What happens next
You can turn a relevant enquiry into a clear next step without confusing it with a paid sale.
Troubleshooting
If an address is wrong or no response arrives, do not keep sending repeated messages. Collect only the information needed and keep customer details out of public content or AI prompts.