Lead statuses
Every lead has a status that tells you where it is in its journey. Here’s what each one means:| Status | What it means |
|---|---|
| Pending | Just arrived. Waiting to be matched with a customer. |
| Assigned | Given to a customer. They’ve got it, whether or not the transaction is complete. |
| Posted | Sent out of the system to a partner via an external post. |
| Duplicate | Matched an existing lead. Rejected to avoid double-selling. |
| Returned | Customer returned it. Maybe the phone number was fake, maybe the lead wasn’t what they expected. |
| Unassigned | Couldn’t find a buyer. No matching bids, or everyone’s out of budget. |
| Withheld | On hold because you’ve hit your threshold. Will process once capacity frees up. |
| Marketplace | Available for customers to claim rather than being pushed to a specific buyer. |
| Audit | Flagged for manual review based on your audit conditions. |
| Uncategorized | Doesn’t match any lead type, and no fallback was configured to catch it. |
Viewing leads
Tenants can view leads assigned to any customer. The lead detail page shows:- UUID — The unique identifier for the lead
- Basic contact information — Name, email, phone, etc.
- Metadata — Source, timestamps, assignment info, charged amount
- Details — Custom fields defined by the lead category or source
Field visibility
Not all fields are visible to everyone:- Tenants see all fields on a lead
- Customers only see fields marked as “deliverable” in the lead category configuration
Related records
If the lead was generated through ping-post, you’ll see links to view:- The ping — The initial request that triggered the auction
- The post — The follow-up request that delivered the full lead data
Lead actions
Returning leads
Tenants can return leads on behalf of customers. When a lead is returned:- The customer’s wallet is credited with the charged amount
- The lead no longer counts against bidding limits
- The customer retains access to the lead data
- The lead status changes to “Returned”
Editing leads
Tenants can edit unassigned leads to correct data or add missing information. When editing:- Lead data can be changed (contact info, custom fields)
- Metadata cannot be changed (source, timestamps, etc.)
- Details can be added if needed

