Leads

Overview

The Leads page is an inbox-style list of prospects for your outfitter. Each row shows name (with an optional quality indicator: cold, warm, or hot), source (referral source and, when applicable, a related item such as an ad or form), email, phone, prior bookings, gross sales, date added, and a comment count. Unread leads are surfaced as such until you open the details.

Open a lead to see full contact context, trip budget, group size, source (platform icon and label), prior bookings and gross revenue when the system can tie them to a user, notes, any extra fields captured at creation, a form submission section when the lead came from a form, and past bookings for that person when a user is linked. Opening details also marks the lead as read in the dashboard.

Statuses group leads into stages: New, Contacted, Quoted, Booked, Lost, and Disqualified. Tab counts summarize how many leads you have in each stage (for the selected outfitter).

Leads can come from manual entry, CSV import, website/Meta/Facebook/Instagram/form-style integrations (as reflected by integration source filters: Facebook, Instagram, Form, or AI assistant in the app), and forms when you turn on Create leads from form submissions on a form’s settings.

Prerequisites

• Select your outfitter in the dashboard. Without an outfitter selected, the page shows a prompt to pick one (this does not apply the same way to internal Mallard Bay admins viewing globally).
• Leads is a gated feature in the app (FeatureKey.Leads). If your organization does not have access, you will see the standard upgrade or feature messaging instead of the full Leads workflow.
• To message a lead, you need the usual email or SMS setup and message templates that apply to guest-oriented communication (the app filters templates appropriately when messaging from a lead).
• Send quote and Create booking depend on access to those workflows elsewhere in the dashboard.

Step-by-step usage

Open the Leads workspace

1. Go to Leads (/leads).
2. Use the tabs at the top to switch between New, Contacted, Quoted, Booked, Lost, and Disqualified. The table under each tab lists leads in that status.

Search and filter

1. Use the search field to find leads by name, phone, or email.
2. Open filters to narrow by lead quality, referral source, and integration source.
3. Expand Advanced filters to combine date added (range), how soon they are looking to book, Meta ad name, group size (range), and trip amount (range).

Add or import leads

1. Click Add New Lead.
2. Optionally link an existing client so name, email, and phone are prefilled; otherwise enter first name, last name, and email (required), phone, address, trip amount, group size, referral source, and notes as needed, then save.
3. Click Import Leads to upload a CSV. Required columns are first_name, last_name, and email. Optional columns include phone_number, note, trip_amount, group_size, and referral_source (values must match the referral options the system accepts—invalid values are ignored on import). Optional deduplication can skip duplicates based on email and phone for uploads in the last 30 days (per in-app copy).
4. After a successful import, the list may refresh shortly so new rows appear reliably.

Work a single lead from the table

1. Click a row or choose View details in the row menu (⋯).
2. In the details panel, review contact and source information.
3. In Other details, set quality, referral source, and status, then click Update. If you set status to Lost, you can optionally set a follow-up date (scheduled new lead date) before updating.
4. Use Disqualify lead (or edit disqualification if already disqualified) to record reasons and manage compliance-style triage; a banner appears for disqualified leads.
5. Add or read notes in the notes section.
6. If the lead originated as a form submission, review the Form submission block for the full response.

Respond without leaving the lead list

From the row menu (⋯):

• View client details — only if the lead is already tied to a client record.
• Send quote — opens the booking invite / quote flow in a new browser tab with this lead attached.
• Create booking — opens the new booking form in a new browser tab with this lead attached and the source marked as coming from the Leads screen.
• Message — opens the send message flow (email/SMS per your setup) addressed to the lead.

Manage many leads at once

1. Select checkboxes for the leads you want to change.
2. Use the archive action to remove selected leads via the archive flow (outfitter accounts; internal admin views use a different configuration and may not show the same bulk actions).
3. Use bulk update to set status, quality, and referral source together, then confirm.

Pagination

Leads load in paginated pages (page size 50 in the app). Use the table pagination controls to move through results when you have more than one page.

Related: leads on a client record

When viewing a client, related leads can appear in a client leads table (name, source, status, date added). Row behavior is similar: clicking opens lead details for triage in context of that client.

Common pitfalls

• Wrong outfitter selected — lists and counts are for the current outfitter only. Confirm the selector before triaging.
• Feature access — if Leads is not enabled for your account, you will not get the full page or creation tools until access is upgraded or turned on.
• CSV referral values — only recognized referral_source values are stored; others are dropped on import. Use the sample CSV and your team’s conventions to stay consistent.
• Import deduplication — deduping only applies when you opt in; duplicates can still appear if someone imports overlapping lists or the 30-day window does not cover older uploads.
• Closing the CSV modal — if the import returns errors, the modal may stay open so you can review failures; fix rows and retry as needed.
• Trip amount quirks — amounts are formatted like other money fields in the dashboard (stored in cents on the API and shown as dollars). If a budget looks incorrect after manual entry or import, reopen the lead and correct the trip amount.
• Templates for messaging — messaging from a lead only offers templates that match the types the app allows for this recipient; if nothing appears, create or adjust message templates and channel setup first.

Related workflows

• Quotes and booking invites — turn a lead into a formal offer from Send quote (new tab).
• Bookings — convert strong interest with Create booking (new tab); confirmed trips live under your normal booking tools.
• Clients — linking or evolving a lead into a client record connects CRM-style history; open View client details when available.
• Forms — enable Create leads from form submissions on a form so inquiries land directly in Leads; lead details can deep-link the form submission for full answers.
• Meta / paid social — connecting Facebook and Instagram supports syncing ad leads (see Integrations and paid-ads-related pages); filters include Meta ad name and integration source for attribution.
• Digest / home reporting — digests can surface Leads counts with a link back to /leads for daily triage.

Unknown from this codebase alone: exact subscription or pricing tiers that include Leads; every backend rule for auto-creating leads from each marketing surface; and the full semantics of scheduled follow-up dates beyond storing a timestamp when moving a lead to Lost.