> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your leads

> Find, organize, export, and delete the leads your chatbot collects.

The **Leads Dashboard** lists every lead your chatbot collects. Use it to find a lead, read the conversation behind it, and keep the list organized.

To set up how leads are collected, see [Collect leads from conversations](/docs/guides/leads/collect-leads).

## Before you start

* **Plan:** any plan. See [Plans and limits](/docs/reference/plans-and-limits).
* **Role:** any team role can view, star, archive, and delete leads. To use **Delete all visitor data**, you need the Manager role or higher. See [Team members](/docs/guides/account/team-members).

## Find a lead

<Steps>
  <Step title="Open the leads list">
    In your chatbot's sidebar, select **Leads** > **Leads Dashboard**. The **Overview** tab opens.
  </Step>

  <Step title="Filter the list">
    Open the filter menu and select a filter. The list shows **Open** leads by default.
  </Step>

  <Step title="Search">
    In **Search leads...**, type part of a name or an email address.
  </Step>
</Steps>

| Filter          | Shows                                             |
| --------------- | ------------------------------------------------- |
| **All**         | Every lead.                                       |
| **Open**        | Leads that are not archived. This is the default. |
| **Archived**    | Leads that you archived.                          |
| **Starred**     | Leads that you marked as important.               |
| **Not Starred** | Leads that are not marked as important.           |

To go back to all leads, select **Clear Filters**.

## Star, archive, or delete leads

On a lead's row, open the menu and select an action:

* **Mark as Important** stars the lead. **Unmark as Important** removes the star.
* **Mark as Archived** moves the lead out of the **Open** list. **Mark as Unarchived** brings it back.
* **Delete lead** removes the lead. You must confirm. You cannot undo it.

To act on many leads at the same time, select the check boxes next to the leads. Then select an action in the bar that appears.

## Open a lead

Select a lead to open **Lead Details**. It shows:

* The email, phone number, and your custom fields, including the page the visitor was on.
* **Captured At**: when the lead was collected.
* **Conversations**: the visitor's conversations with the chatbot.

Select a conversation to open it in **Chat History**. There you can read the full conversation and reply. See [Reply to visitors and take over conversations](/docs/guides/human-support/reply-and-take-over). Select **See all conversations** to list every conversation from this visitor.

## Export leads to CSV

<Steps>
  <Step title="Set the filter and search">
    Choose the filter and search that you want. The export uses them.
  </Step>

  <Step title="Export">
    Select **Export CSV**.
  </Step>
</Steps>

The browser downloads a file named `sitegpt-leads-<chatbot ID>-<date>.csv`. It has these columns:

| Column                      | Content                                                  |
| --------------------------- | -------------------------------------------------------- |
| Name                        | The visitor's name.                                      |
| Email                       | The visitor's email.                                     |
| Phone                       | The visitor's phone number.                              |
| Created                     | When the lead was collected.                             |
| Starred                     | Whether the lead is marked as important.                 |
| Archived                    | Whether the lead is archived.                            |
| Tags                        | The lead's tags.                                         |
| One column per custom field | The value for each custom field, for example `page_url`. |

The export has no date range. It includes every lead that matches the current filter and search. The **Export CSV** button shows only when the chatbot has at least one lead.

## Delete a lead or all of a visitor's data

A lead's detail page has two delete options. They remove different data.

| Option                      | What it removes                                                                                   | What stays                                                                                             |
| --------------------------- | ------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------ |
| **Delete lead record**      | The lead and its contact details.                                                                 | The visitor's conversations.                                                                           |
| **Delete all visitor data** | Every conversation this visitor has with this chatbot, the lead record, and the visitor identity. | Data in your connected tools, such as Zendesk, Slack, or your CRM. Delete it there too if you need to. |

Both options ask you to confirm. You cannot undo either one.

**Delete Visitor Data** is also in the conversation menu in **Chat History**. Use it for a visitor who has no lead record.

## Check that it works

* After you archive a lead, it leaves the **Open** list and shows under **Archived**.
* After you export, the CSV file opens with one row for each lead that matched your filter and search.
* After you delete a lead record, the lead leaves the list, and its conversations stay in **Chat History**.