FAQ - Leads

Find answers to the most frequent questions about managing leads within Guru. You will be able to understand what lead capture data you have access to, how to manage lead information, and thus analyze the database in the best way to use tracking strategically.

On this page:

• Lead Information

• Lead Settings

Lead Information

In this section, you will see what lead data you have access to in Guru. This information helps identify the lead profile and track their actions within the sales funnel.

What lead data do I have access to?

When accessing a lead's detailed registration in Guru, you have access to information that helps track opportunities and maintain an organized history of captured contacts.

To do this, in the Guru admin, go to Leads in the side menu. In this section, you can view:

• Detail: displays the information of the first and last lead capture (form name, capture date, advertiser, and UTM parameter values);

• Contact and address: displays the contact information (name, email, document, and cell phone) and full address of the lead;

• Activities: displays the lead's interaction history - clicks on tracking and any sales made;

• Audit: displays the history of operations performed on the lead's registration.

This information helps identify the lead profile and track their actions within the sales funnel.

Lead Settings

In this section, you will see how leads are maintained, updated, and managed within Guru, as well as understand how to create, edit, or delete records.

- How is a lead's registration created in Guru?

The leads registered are those captured by Guru's tracking.

- How is lead management done in Guru?

You can manage the leads registered in the Leads from Guru's admin.

In this section you can:

• Consult the list of leads: view the list of leads, including the name and contact of the captured lead and capture information (capture date, first and last captures);

• View a lead's data: select a lead from the list of leads and access the lead information, where you can view the details of the first and last capture, contact and address data, activities of the lead and audit;

• Filter the list of leads: filter the list of leads by origin, period, email, name, advertisers or contact; in addition, you can manage lead filters to check applied filters and remove them.

- Is it possible to edit the information of an existing lead?

No. It is not possible to edit the information of an already registered lead.

- Is it possible to export my list of leads?

Yes. You can export information about your leads to a spreadsheet in XLSL format. To do this, you must access the Leads section in Guru's admin and click on XLS at the top of the page. Then, you will receive a notification with the link to the spreadsheet with the list of leads.

- Are registrations automatically updated by external integrations?

Yes. When there are active integrations with other platforms (such as checkout, email marketing or CRM), registration data is automatically updated according to the information received.

- What happens if the same contact appears in different integrations?

When the same contact makes purchases or has their data updated, Guru sends this information to all active integrations that are configured to receive sales or subscription data, passing on name, email, sales status and custom fields mapped for each destination tool.

If the contact already exists on the integrated platform, it normally updates the existing record and applies the corresponding segmentation – such as adding a tag, including in a list or triggering a funnel – according to the status mapping configured in Guru.

The objective is to ensure that all integrations keep contacts synchronized and correctly segmented in each partner system.

More Resources