The list
Every lead in the workspace, newest first, with score, quiz, source and follow-up state. Search matches name, email and company; filters narrow by quiz, band, follow-up state and date. Long lists page rather than scrolling forever.
A lead
- Score and band, with the arithmetic: which answers earned what, and each question's weight.
- Every answer they gave, in the order asked.
- Where they came from: campaign, source, device and the quiz version they answered.
- Owner — who on your team is dealing with it.
- Follow-up state — New, To call, Contacted, Qualified or Closed.
- Notes — the line your colleague leaves before you dial.
- Tags — your own labels, for anything the fields above do not cover.
- Activity — what has happened to this lead, including whether the result email went out.
Partial responses
Someone who starts and leaves is recorded as a partial, showing how far they got. Partials never send lead alerts and can be excluded from exports; turn off keeping them entirely under Settings → Privacy.
Exports
Export the filtered list, or a single lead, as CSV or XLSX. The export contains what you see: contact details, score, band, every answer, campaign fields and follow-up state. Your default format is set under Settings → Lead delivery.
The leads are yours, including after you leave. Export works for as long as the workspace exists, and cancelling does not delete anything.