Manage Pro Leads

Pro leads help you turn qualifying form responses into a focused follow-up list. This guide shows where to find lead records and how to review them by form.

Pro feature: Lead management requires the HelpGent Pro add-on and a form flow that collects lead information.

Before you start

• Install and activate HelpGent Pro.
• Create and publish a form that collects the information you need from a prospective customer.

Review your leads

1. Go to HelpGent → Contacts.
2. Select Leads.
3. Open Select forms and choose the form you want to review.
4. Review the contact fields shown in the matching lead rows. To inspect answers or conversation history, go to HelpGent → All Entries and open the associated response.

Keep the lead list useful

Use one form for each clear qualification goal—for example, a project brief, a demo request, or a recruitment application. This makes the form filter useful when your site collects several types of leads.

Verify the result

• Leads is selected.
• The selected form appears in the filter.
• The list contains only matching lead records.

Related articles

• Manage Contacts and Guests
• Export Contacts and Leads