Help Centre / Using Your Dashboard

The Interested Leads page

Interested Leads shows every planner who replied with some interest, including the ones our team is still working. It's a window into the pipeline, not a to-do list.

What you'll see

Each row is one conversation: the company, the contact, what they asked about, and the full email thread so far. Many of these leads haven't been handed to you yet because our team is still answering questions or waiting on their survey.

Introduce me to this lead

If you see a lead you want to talk to before our team has handed them off, click Introduce me to this lead. Our team will loop you into the thread the same way we would for a quote request.

Deal notes

Add a note on any lead (for example "spoke on the phone, wants 40 people on Dec 12"). Our team reads these and adjusts how we follow up, so it's the fastest way to tell us something about a lead without emailing us.

Do Not Contact

Turn on Do Not Contact for anyone we should leave alone: existing customers, friends, companies you already have a relationship with. They'll be removed from outreach and re-engagement. You can also send us a list before launch and we'll exclude them up front.

You don't have to check this page

Some clients live in this page, most live in their inbox. Both work. Everything that needs a reply from you arrives by email and in the Events tab, so if you only look at Interested Leads once a week, you won't miss anything.

Can't find what you need? Reply to any email from your Event Captain team and we'll sort it out.