Lead Management
Leads are visitors who submitted a form or completed a quiz step in Atomicat. All captured leads are stored in the Leads section where you can view, filter, and export them.
Accessing Leadsβ
- Click Leads in the left navigation.
- Use the filter bar to narrow by:
- Site β filter by specific website
- Page / Quiz β filter by the source page
- Status β Submitted, Abandoned, Completed, Contactable, Non-Contactable
- Date range
Lead Statusesβ
| Status | Meaning |
|---|---|
| Submitted | Visitor completed and submitted the form |
| Abandoned | Visitor started but did not finish |
| Completed | Visitor reached the last quiz step |
| Contactable | Lead has valid contact info (email/phone) |
| Non-Contactable | Lead has no usable contact info |
Lead Data Capturedβ
For each lead, Atomicat stores:
| Field | Description |
|---|---|
| Name | Visitor's name (if captured in form) |
| Email address | |
| Phone | Phone number |
| Created At | Date and time of submission |
| Page URL | Which page they submitted on |
| Form Name | Which form on the page |
| IP Address | Visitor's IP |
| User Agent | Browser and device info |
| Referer | Where the visitor came from |
| UTM Parameters | Source, medium, campaign, etc. (if Pass Parameters is enabled) |
| Quiz Answers | Full quiz responses (for quiz leads) |
Viewing a Lead's Detailsβ
Click any lead row to expand its full details:
- Contact information
- All form field responses
- Quiz answers by step
- Submission timestamp and device info
- Actions log (e.g., webhook attempts)
Editing a Leadβ
You can update a lead's contact fields directly from the lead detail view:
- Click the lead row to expand it.
- Click Edit.
- Update the fields.
- Click Save.
Exporting Leadsβ
Export Filtered Leadsβ
- Apply the filters you want (site, page, date, status).
- Click Export Filtered to CSV.
- A CSV file downloads immediately.
Export All Leadsβ
- Click Export All to CSV.
- All leads (unfiltered) download as a CSV file.
Scheduled Exportsβ
You can also access previously generated exports under My Exports. Each export record shows:
- Date generated
- Number of leads
- Status
- Download link (expires after a set period)
Lead Sourcesβ
Atomicat captures leads from:
- Standard pages β forms built in the Page Builder
- Quiz pages β lead capture steps in the Quiz Builder
- Embedded forms β forms published via the domain