Find and understand genuine leads in Pipeline

Before you start#

• A published card and genuine visitor submissions, or an empty Pipeline to learn from.

Steps#

1. 01

   Step 1: Open your own Pipeline#

   Choose Pipeline in the workspace. This is the live lead area for your account. If it is empty, the app may show that no first-name submissions have arrived yet; that is a useful state, not a reason to create fictional contacts.

   An owner-only Demo View may contain labeled sample data. Never treat those examples as your live prospects.

2. 02

   Step 2: Read the information the person actually supplied#

   Open the relevant lead row or detail area and review the submitted name and available answers. A first name is self-reported information, not verified identity or complete contact information.

   Use the context to understand what the visitor selected. Do not infer income, intent to buy, membership, or a completed conversation from a name or click.

3. 03

   Step 3: Interpret activity within its limits#

   Recorded button activity can help distinguish actions on The Hook and The Close where that detail is available. Older totals may not contain the same breakdown as newer activity.

   A click is not a sale, a sent message, a completed booking, or a confirmed outcome. A visit alone is not the same as a captured lead.

4. 04

   Step 4: Organize and follow up thoughtfully#

   Use the available tags and follow-up tools to separate people by genuine interests or next steps. Review the actual submission before writing to anyone.

   Keep your message human and relevant. Do not paste internal labels, tracking details, or assumptions about what the person did beyond the information actually available.

5. 05

   Step 5: Refresh when needed#

   Use the refresh or retry action if a load fails or you want to check for new submissions. Wait for the result and read any displayed error.

   If a count looks surprising, check the selected card, any active filters, and whether you are viewing live or labeled demo data before making conclusions.

How you know it worked#

• You can locate a genuine submission.
• You distinguish self-reported information and clicks from verified outcomes.
• Your next action follows the person's actual request.

Tips#

• An empty Pipeline is normal before people submit.
• Never copy private lead details into a public support screenshot.

Troubleshooting#

A visitor saw my card but does not appear as a lead.

A visit is not necessarily a submission. Check what the visitor actually completed; do not assume every viewer provides a name or contact details.

Pipeline does not load.

Use the retry control, check your connection and DH Connect email/password account, and note the visible error without repeatedly submitting actions.

Related questions#

• Why is Pipeline empty?
• Is a submitted first name verified identity?
• Is a lead the same thing as a team member?
• Why do older totals have less action detail?