Find Leads | Help Center

You can consult the leads captured by Guru's tracking to monitor their origin and interactions over time.

To find leads in a list with many records, you can search and filter the list.

On this page:

Consult the list of leads
View a lead's data
How to filter the list of leads
- Manage lead filters

Consult the list of leads

By default, the list of leads is organized by creation date (from newest to oldest), according to the column Filter by date. For faster page loading, only the first 30 records are displayed. If you want to view the other items in the list, you can scroll to the end of the page and click on View more at the bottom center of the screen.

Steps

1 - In the side menu, access Leads.

2 - All your leads will appear in the listing:

Lead: displays the name of the lead captured by tracking;
Contact: displays the contact linked to the captured lead;
First capture: displays the origin of the lead's first capture;
Captured at: displays the lead's capture date;
Last capture: displays the origin of the lead's last capture;
Last capture at: displays the lead's last capture date.

View a lead's data

You can view all data and lead information.

Steps:

1 - Access the list of leads - if desired, you can apply a filter.

2 - Locate the desired lead in the list.

3 - Click on the desired lead.

4 - Consult the lead information.

How to filter the list of leads

You can use filters to view a smaller subset of leads. This feature is useful for finding one or more specific leads you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the field Period.

Steps:

1 - In the side menu, access Leads.

2 - Click on Filters.

3 - Fill in one or more filter options.

The list displays the following information:

First origin/Last origin: searches for the first and last capture origin of the lead;
Period: searches for leads captured in the selected period - you can use the predefined time range buttons or select the date you want to view;
Email: searches for the lead's email;
Name: searches for the name of the Lead R.P.P.C. (when the lead was first captured);
Publishers: searches for the lead's originating ADS platform;
Contact: searches for All lead contacts, or leads With or Without registered contact.

If you want to filter all leads regardless of the date, just leave this field blank.

4 - Click on Filter.

To remove the applied filters, just click on Clear Filters.

Manage lead filters

You can consult the number of applied filters when using filters to view desired information. This feature is useful if you want to check how many filters have been applied.

Additionally, it is possible to clear the filters without accessing the Filters icon again, facilitating the removal of applied filters.

Consult applied filters

You can consult the number of applied filters.

1 - In the side menu, access Leads. After the page loads, a list with all leads will be displayed.

2 - In Leads, click on Filters.

3 - Fill in one or more filter options - apply the filters you want to consult.

4 – Then, the number of applied filters will appear on the screen.

If you want to apply other filters, click How to filter the list of leads.

Clean applied filters

You can remove the applied filters without needing to click the filters icon.

Steps: