---
title: "Managing Leads"
description: "Review, edit, export, and delete the leads your agent has collected."
---

In your agent, go to **Activity** > **Leads**. The table lists every lead with its **Name**, **Email**, **Phone**, **Source**, **Referrer URL**, **Campaign**, and **Date**. **Campaign** comes from the link the visitor arrived through; see [Campaign Tracking](/docs/leads-and-contacts/campaign-tracking).

Leads appear here as soon as your agent collects contact details in a conversation.

## Edit a lead

Select **Edit lead** on a lead to open it. You can update:

- **Contact details**: **Name**, **Email**, and **Phone**.
- **Lead details**: the custom fields collected by the [Collect Leads](/docs/actions/collect-leads) action.
- **Notes**: internal notes for your team, such as follow-up status. With [Smart lead collection](/docs/actions/collect-leads), the agent adds a short summary of what the visitor wants, such as the plan or use case they mentioned. Customers never see notes.

## Export leads

Select **Export table** to download your leads as a CSV file. Open it in Excel or Google Sheets, or import it into your CRM.

The file includes every UTM parameter in its own column: **UTM source**, **UTM medium**, **UTM campaign**, **UTM term**, and **UTM content**.

## Delete leads

Select **Delete** on a lead, or select several leads and delete them together. Deleting can't be undone.

## See also

- [Lead Capture](/docs/leads-and-contacts/lead-capture)
- [Campaign Tracking](/docs/leads-and-contacts/campaign-tracking)
- [Managing Contacts](/docs/leads-and-contacts/managing-contacts)