View and export leads

Leads appear after a visitor submits the agent's lead capture form. The table can include name, email, phone, location, custom details, and capture time.

Check your lead form

The Lead form panel at the top of Leads shows how leads are being collected:

• On means visitors see the form. The panel says when it appears and which details it asks for.
• Off means the form is set up but visitors do not see it.
• Not set up means this agent has no form yet.

Select Edit form to change it, or Set up form to create one. If you can see the form but not change it, the button says View form. The panel only appears if your role includes access to the lead form.

Find leads

Open Leads for the selected agent. Filter by start date, end date, email, or phone. Select rows when you need to export a specific set.

Export

Select the leads, then choose Export CSV. CSV export requires the plan and leads.export permission shown in your account.

Data quality

Fetchply validates configured fields, but visitors can still provide inaccurate information. Treat lead data as user-submitted and apply your privacy, consent, and retention rules.

To change what the form collects or when it appears, see Lead capture setup.