Leads

Leads is the running list of everyone your postcards produced — homeowners who filled in a landing-page form, people who called a tracking number, and contacts your CRM created that Mailr matched back to an address you mailed. Open it from the Workspace group in the left sidebar. The subtitle reads “Landing-page form leads (direct) and CRM address-matched leads (indirect)”, and a Total Leads tile sits above the list.

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Reading the list

On a desktop the table shows Name · Email · Phone · Address · Campaign · Source · Delivery · CRM · Date. On a phone the same fields stack into cards. The campaign name links straight to the campaign that mailed that household. Click a row to expand it. The expanded row shows the homeowner’s Message: — whatever they typed into the form — and, when the hand-off to your CRM failed, a CRM delivery error: explaining why. That expanded row is the lead detail view; there is no separate page per lead. Before your first lead arrives you’ll see No leads yet — “Leads will appear here when homeowners submit forms on your landing pages.”

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Source pills — where the lead came from

The Source pill tells you how the person reached you. It’s also what decides whether the lead counts as direct or indirect on your tracking dashboard.

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Delivery pills — did it reach your CRM

The Delivery pill tells you what happened when Mailr handed the lead to your CRM. The CRM column shows a pill that links straight to the record in your CRM, labelled with your CRM’s name. When Mailr knows the provider but can’t build a link, you’ll see the provider’s name as plain text instead.

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Lead notifications

Mailr emails you the moment a homeowner submits a form, if New lead captured is switched on under Email notifications in your workspace settings. The subject reads “New Lead: [name] at [address]”, and the body carries the name, email, phone, message and address, plus a View in Mailr Dashboard link. If you’ve added a Slack webhook, the same alert posts there. There is no per-scan notification and no in-app notification centre. Scans show up on the tracking dashboard and in the Monday weekly report; leads are the thing that emails you in real time.

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Mailr is not your pipeline

Mailr has no lead statuses and no pipeline — there’s no New, Contacted, Quoted or Won to move a lead through, and no way to change a lead’s state here. That’s deliberate. Mailr’s job is to capture the lead, prove which postcard produced it, and hand it to your CRM within seconds. You work the lead in your CRM, where your team already lives, and Mailr reads won deals back out of it to credit revenue to the right campaign.

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Next steps