📊 In which reports do we see them?
The leads are displayed in the following reports:
🎓 What defines a lead?
A lead is a "new" contact in Plezi. It can be a contact that fills out a Plezi form for the first time, or a contact you added to Plezi that wasn't there before (manual add, import, add via API).
🙋🏼 Frequently asked questions about leads:
1. How do I not show leads I added myself in Plezi?
==> In the New Leads report, you can filter your leads by contact list:
==> In the New leads by medium and New leads by medium-source report, you can exclude the medium "offline":
2. If I filter certain IP addresses, are the leads generated with these IPs counted?
==> Yes. To avoid counting collaborators' emails, we advise you to clean them up regularly (by creating an "email > contains > masociete.com" list) or to exclude them from your filters (by creating an "email > does not contain > masociete.com" list).
3. If I delete a lead, will it disappear from my reports?
==> Yes. Deleting a contact will reduce the number of leads in the reports. NB: You will need to wait or activate the next report update for this to take effect.
4. Why can't I find the same total number of leads between my different reports?
==> Be sure to compare these reports without a filter, and with the same update date & time. To update all your reports, apply a new time period and wait for all reports to reload.