New: chat buttons, personal links and quote requests are live

Follow up with leads

Chats → Leads: see the visitors who left their email but didn’t book, read what they asked, email them, and copy a follow-up list for your CRM or email tool.

A lead is a visitor who left their email in the chat. The ones who didn’t go on to book are waiting for you: Chats → Leads lists them, newest first, with what they asked.

Chats with the Leads view: leads who haven’t booked, newest first, with Copy follow-up list at the top of the list and the open chat on the right.

  1. Open your leads

    In Chats, switch the view at the top of the list to Leads. Home’s Needs your attention links here too, with Review leads, and Search offers Leads to follow up.

    The view menu open over the list: All chats, Wants a person, Needs review, Leads and Meetings booked.

  2. Read what they wanted

    Select a lead to read the chat. At a glance on the right shows what they wanted, their buying stage, and Fit and Intent out of 10, which helps you decide who to call first. A form they sent shows with its answers.

    The visitor’s details for Casey Reed: Email and Copy, At a glance with Fit 6.5, Intent 6.0 and Understood Yes, Contact, and the Request a callback form they sent.

  3. Email them

    Select Email (1) to write to them from your own email app. Copy (2) copies the whole chat as text, to paste into your CRM or a note.

    The top of the visitor’s details with Email marked 1 and Copy marked 2.

  4. Copy the follow-up list

    Select Copy follow-up list at the top of the list. It copies the email and name of every lead in the list who hasn’t booked, one per line, ready to paste into a spreadsheet, your CRM or your email tool.

    The Leads view with Copy follow-up list highlighted next to the view menu.

Good to know

  • Leads drop out of this view once they book a meeting.
  • Darwin doesn’t email leads for you, and opening a chat doesn’t contact the visitor.
  • The list holds your most recent chats. Search for an older lead by name or email.
  • To send every new lead to your CRM as it arrives, use Zapier.
  • Before reaching out, check your calendar: a lead may have booked even if Darwin didn’t record it. See A booking is missing.

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