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Leads

Leads is your contact list. Stackly fills it for you as people use your pages, and you can add contacts yourself.

Growth+

Where leads come from​

  • Event RSVPs: every guest who RSVPs to one of your event pages is saved, tagged event.
  • Gated vCard links: turn on Require Email to Unlock (Lead Gate) on a link in your visiting card. Visitors type their name and email to open it, and each one becomes a lead.
  • Brand deals: when a brand sends a request from your vCard, or you add a brand deal yourself, the contact is saved here too.
  • You: add someone by hand with Add lead.

If the same email comes in again, Stackly updates the lead it already has and adds the new tags. You don't get a duplicate.

Add a lead​

  1. In the left menu, under CRM, click Leads.
  2. Click Add lead.
  3. Type the Email Address. It's the only required field. Stackly guesses the name and company from the email.
  4. Fill in Full Name, Phone (Optional) and Source / Organization if you like.
  5. Under Tags & Labels, click presets such as Brand Sponsor or Client, or type your own tags, separated by commas.
  6. Click Save Lead Contact.
tip

Got an email signature or a WhatsApp message with someone's details? Click Paste Contact Text, paste it in, then click Auto-Fill Lead Fields.

Find a lead​

  • Type in the box Search name, email, resource or tag.
  • Switch between the table and the card view with the view buttons at the top.
  • The table shows Contact, Source, Tags, Location and Date.

Edit a lead​

  1. Click the pencil (Edit lead) on the lead.
  2. Change the email, name, phone, Source / Resource Note or Tags (comma separated).
  3. Click Update Lead.

Export your leads​

  1. Click Export CSV.
  2. Stackly downloads a file with the name, email, phone, source, tags, country, city and date of every lead. Open it in Excel or Google Sheets.

Delete a lead​

  1. Click the bin (Delete lead) on the lead.
  2. Confirm in the window that opens.
caution

A deleted lead can't be brought back.

Good to know​

  • Leads needs the Growth plan or higher. On Free and Starter the page shows an upgrade screen, and the menu shows a Pro badge.
  • Leads have no status or notes. Use tags to sort them, for example Hot or Pune. To track stages and money, use Brand deals.
  • You can't import a file of leads yet. Add them one at a time.
  • Location (city, country) comes from the visitor's connection, so contacts you add yourself have none.
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