Manage preview leads

What you'll need

• At least one campaign preview created

Steps

1. Go to Sales Preview > Leads to see everyone who's engaged with one of your previews.
2. Each lead can carry an organization name, contact name, email, phone, and notes — capture whatever you know about the prospect as you work the deal.
3. Search and filter your lead list the same way you would a contacts list, and use Labels to group leads by campaign, source, or sales stage.
4. If you want new leads pushed automatically to another system, connect a webhook — see Embed the lead capture widget for the widget-plus-webhook flow.

Best practice: add notes to a lead right after a call or demo, while the details are fresh — Sales Preview doesn't auto-log activity, so what's captured here is only what you write down.

Related articles

• Create a campaign preview
• Sales Preview overview
• Embed the lead capture widget