Funnel & Leads
How to manage prospective contacts, track funnel progression, and handle bulk operations.
The Leads page lets staff manage prospective contacts — both experts and attorneys — through a sales and marketing funnel.
#Accessing the Leads Page
Navigate to Admin Dashboard → Leads. The page shows a searchable, filterable list of all contacts with a total count.
#Searching & Filtering
#Search
Use the search input to filter contacts by name, email, or company. Results update as you type with a 300ms debounce.
#Filter Toggles
Filter contacts using the toggle groups:
| Filter | Options |
|---|---|
| Type | All, Expert, Attorney |
| Stage | All, Awareness, Interest, Evaluation, Signup |
| Source | All, Organic, Referral, Paid Ad, Webinar, Cold Outreach |
| Temperature | All, Hot, Warm, Cold |
Changing any filter resets pagination to page 1. The total contact count updates to reflect filtered results.
#Sorting
Click the sort button in the toolbar to order contacts by:
- Created date (default, newest first)
- Lead score (highest first)
- Name (alphabetical)
Toggle between ascending and descending order.
#Contact List
Each row in the contact table shows:
| Column | Breakpoint | Description |
|---|---|---|
| Contact | Always | Name and email |
| Type | Always | Expert or Attorney badge |
| Stage | sm+ | Current funnel stage badge |
| Score | md+ | Lead score (0–100) |
| Temperature | lg+ | Hot, Warm, or Cold badge |
| Source | xl+ | First acquisition source |
| Added | xl+ | Date the contact was added |
Click any row to open the Contact Detail Drawer.
#Contact Detail Drawer
The drawer provides full contact details and management actions.
#Inline Editing
Click Edit on the Contact Info section to modify fields inline:
- First name, last name
- Phone, company, title
- Notes
Click Save to persist changes or Cancel to discard.
#Stage Transition
The Move Stage section shows valid next stages based on the contact's current position. Select a stage from the dropdown and click Move to transition the contact.
Stage transitions follow defined rules — you can only move contacts to stages that logically follow their current position (e.g., Awareness → Interest, but not Awareness → Signup).
#Add to Campaign
Click Add to Campaign to enroll the contact in a marketing campaign:
- A campaign picker appears with all available campaigns
- Select a campaign from the dropdown
- Click Enroll
#Campaign Enrollments
If the contact is enrolled in campaigns, they appear in the Campaign Enrollments section with the campaign name, enrollment date, and status badge.
#Activity Timeline
The drawer shows the contact's full activity history and stage transition history at the bottom.
#CSV Import
Click the Import button (upload icon) in the toolbar to bulk-import contacts.
#Import Steps
- Click Import — the import dialog opens
- Drop a CSV file or click to browse
- The system processes the file and shows results
#CSV Format
The CSV must have a header row with column names. Supported columns:
| Column | Required | Description |
|---|---|---|
email | Yes | Contact email (must be valid) |
first_name | No | First name |
last_name | No | Last name |
phone | No | Phone number |
company | No | Company name |
title | No | Job title |
contact_type | No | expert or attorney |
first_source | No | Lead source |
#Import Results
After processing, the dialog shows:
- Total rows processed
- Created — new contacts added
- Skipped — duplicates (email already exists)
- Errors — rows that failed validation
Note: The CSV parser handles RFC 4180 quoted fields, so commas within values (e.g., "Acme, Inc.") are parsed correctly. Maximum 1,000 rows per import.
#CSV Export
Click the Export button (download icon) in the toolbar to download the current filtered contact list as a CSV file. The export respects your active filters and sort order. Maximum 10,000 rows per export.
#Pagination
The contact list shows 20 items per page. Use the Previous / Next controls at the bottom to navigate.