The Leads section in Chatavise is part of the Speed to Lead product suite, designed to help you manage and track incoming leads from multiple sources — including web chat widgets, Meta Ads, Thumbtack, signup forms, referrals, and missed calls. This guide walks you through how to use the Leads dashboard, manage lead stages, track lead activity, and mark leads as won or lost.
What the Leads Section Does
The Leads section brings all your lead sources into one unified place. Whether leads come from your website, advertising platforms, or missed phone calls, Chatavise captures them and provides instant communication to increase your chances of converting them into real sales.
With the Leads section, you can:
- View all incoming leads in a single dashboard
- Track speed to lead metrics — how quickly your team reaches out
- Manage custom lead stages and probabilities
- Mark leads as won or lost with detailed reasons
- Monitor revenue generated from converted leads
Understanding the Leads Dashboard
When you open the Leads section, you'll see a dashboard with key metrics filtered by date range:
- Total Leads — Number of leads within the selected time period
- Win Rate — Percentage of leads converted to customers
- Revenue Won — Total revenue from converted leads
- Open Leads — Leads still in progress
Speed to Lead Metrics
The dashboard also tracks how quickly your team reaches out to new leads:
- Average First Outreach Time — How long it takes to contact a lead (using Chatavise automation, this is typically under one minute)
- Under 5 Minutes — Percentage of leads contacted within five minutes
- Awaiting Response — Leads that haven't received outreach yet (this should be minimal if you have workflows configured)
Pipeline by Stage
View a breakdown of open leads by their current stage — such as Open, Contacted, or Qualified. This helps you understand where leads are in your sales process.
Outcomes and Loss Reasons
The dashboard shows how many leads were won versus lost, along with the reasons for lost leads (such as "Price too high" or "Chose a competitor"). Tracking these trends helps you identify areas for improvement.
Leads by Source
See which channels are generating the most leads — whether from Meta Ads, Thumbtack, web chat widgets, signup forms, referrals, or missed calls.
Managing Lead Stages
Navigate to the Lead Stages tab to create and manage custom stages for your sales pipeline.
For each stage, you can:
- Edit the stage name
- Set a probability of close percentage
- Add new stages as needed
Note: When a lead enters Chatavise and receives their first communication, Chatavise automatically sets the stage to "Contacted" — one of the built-in stages — so you always know which leads have been reached.
Working with the Leads Table
The main leads table displays all your leads with key information:
- Temperature — Priority indicator (Hot, Warm, Cold)
- Lead Name — Contact name
- Deal Size — Estimated value (editable inline)
- Probability — Likelihood of closing
- Owner — Team member assigned to the lead
- Source — Where the lead originated
- Stage — Current pipeline stage
You can edit deal size and probability directly in the table by clicking and pressing Enter to save.
Lead Sources
Leads can come from multiple sources:
- Web Chat Widgets — Visitors who submit inquiries through your website
- Meta Ads — Lead forms connected from Facebook/Instagram ads
- Thumbtack — Leads from your Thumbtack integration
- Signup Forms — Chatavise lead forms shared via link or embedded on your site
- Referrals — Leads generated through your referral program
- Missed Calls — When someone calls your Chatavise phone number and you don't answer
Lead Actions
For each lead, you can:
- View Details — Open the full lead profile
- Go to Chat — Jump directly to the conversation
- Add a Note — Record internal notes
- Create a Reminder — Schedule follow-up tasks for your team
- Delete — Remove duplicate or invalid leads
Viewing Lead Details
Click on any lead to open its detail view. Here you'll find:
- Current Status — Won, Lost, or Open
- Source — Where the lead came from
- Probability — Likelihood of closing
- Activity Log — Timeline of all actions taken
- Reminders — Scheduled follow-ups
- Notes — Internal notes from your team
- Tags — Labels for organization and filtering
Marking Leads as Won or Lost
Setting a Lead to Lost
You can mark a lead as lost from either the lead detail view or directly from the table:
- Change the status to Lost
- Select a reason (or type to create a new one — for example, "Price too high")
- Add optional notes explaining the outcome
- Click Confirm the loss
The activity log will record this change, and you'll see loss details in the lead's profile.
Setting a Lead to Won
If you're integrated with a CRM like Housecall Pro or Jobber that tracks when a job is closed, Chatavise can automatically update the lead to "Won" and pull in the revenue amount. This allows you to see exactly how much revenue Chatavise is helping you generate from your leads.
You can also manually mark leads as won from the detail view or table.
Getting Started with Speed to Lead
Here are the best ways to start using the Leads section:
- Install a Web Chat Widget — Add a Chatavise web chat widget to your website to capture visitor inquiries as leads
- Connect Meta Ads — Link your Facebook/Instagram lead forms to Chatavise through the Integrations section
- Connect Thumbtack — Install the Thumbtack integration to automatically receive leads from that platform
- Set Up Workflows — Create automation workflows to instantly text new leads and follow up automatically
The goal is to reach out to leads as fast as possible while keeping your team informed. Speed is critical — the faster you respond, the more likely you are to win the business.
Need Help?
If you have questions about the Leads section or need help setting up your speed to lead workflows:
- Click the Help button inside Chatavise
- Browse support articles for related topics
- Contact the support team directly
The Chatavise team is happy to help you get your lead management running smoothly.