Read a lead and its conversation

Open a captured enquiry to see the visitor's details, preferences and saved conversation before following up.

1. Find the enquiry

Open AI Search → Leads. Enter a name, email, phone number, country or preferred area in Search leads.... Clear the field to restore the list.

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2. Open the lead

Select the lead card. Review Contact Details, any AI Summary and Preferences. Email and phone links open your email or calling application.

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3. Read the saved conversation

Scroll to Conversation History. Its header counts properties shown and clicked. Clicked identifies an opened property; View opens its saved link when available. Use the back arrow to return to the list.

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Confirm important preferences against the conversation. Some enquiries have incomplete preferences or No conversation recorded; anonymous sessions do not all have transcripts.

Consent: Yes/No records marketing consent. Privacy policy: accepted records privacy acceptance, which does not imply marketing consent.

The analytics date range does not filter this list. Direct call and WhatsApp taps appear in Overview → Direct Contact. Export CSV exports the account's leads independently of the search box.