Leads (Admin)
Overview
Every signup inquiry — from the marketing site, an ad, or a postcard scan — creates a lead (a pending signup request). The Leads page in the superuser admin area is where the Ziptask team reviews leads, tracks follow-up, and records notes. It works like a lightweight CRM.
This is a superuser-only page (internal Ziptask staff). Account admins and support agents do not see it.
Permissions
| Action | All members | Superuser |
|---|---|---|
| View leads / lead detail | ✗ | ✓ |
| Set a lead’s disposition | ✗ | ✓ |
| Add or delete lead notes | ✗ | ✓ |
The leads list
The list shows all leads, newest first, color-coded by onboarding completion via the colored rail on the left of each card:
| Color | Completion status | Meaning |
|---|---|---|
| 🟢 Green | Completed | The person finished onboarding and created an account |
| 🟡 Amber | Pending | Signed up; the onboarding link is still valid |
| 🔴 Red | Expired | The onboarding link expired before they finished |
Each card also shows the sender, company, signup source, sign-up date, and the current disposition.
Filters
Filter presets narrow the list to the follow-up work that matters:
- All — every lead
- Needs follow-up — incomplete leads still marked New or Contacted
- Converted — leads marked Converted
- Dead — leads marked Dead
Search matches name, email, or company.
Lead detail
Click a lead to open its detail page, which shows:
- Info — name, email, company, industry, signup source, sign-up and expiry dates, and (if completed) the account it became
- Attribution — the marketing attribution captured at signup (UTM source/medium/campaign, landing page, referrer, and Google Ads
gclidwhen present), so you can see which channel drove the lead - Disposition — a dropdown to set the follow-up state
- Notes — a timeline of follow-up notes
Disposition
Disposition is your manual read on the lead, independent of whether they finished onboarding:
| Disposition | Meaning |
|---|---|
| New | Not yet worked (default) |
| Contacted | You’ve reached out |
| Converted | Became a customer |
| Dead | Not pursuing further |
Disposition is a working state, not an account action, so it is not written to the admin audit log — record the context (who you contacted, why you marked it dead) in the lead’s notes instead.
Notes
The Notes timeline is a private, superuser-only record of follow-up (“Emailed the owner 07/16”, etc.). Add a note with the composer; each note records who wrote it and when. Notes are internal only and are never shown to the lead.
Support notes
- Where lead attribution comes from: captured on the marketing site and attached to the signup inquiry. First-party channel context (UTM, landing page, referrer) is recorded even if the visitor declined cookies; advertising identifiers (
gclid, GA client id) require cookie acceptance. - Completed leads: a lead that finished onboarding stays in the list (green) and links to the account it created — it isn’t removed.