Browsing and Filtering the Leads Log

The Leads Log tab on the Leads page shows every internet lead in your system — whether it converted, was returned, or is still unmatched. Use it to search, filter, edit, and manage your lead data.

Navigating to the Leads Log

Open the Leads page from the sidebar, then click the Log tab (the third tab, after Conversions and ROI).

Table Columns

Received Date — when the lead was received from the provider
Lead Name — the prospect's name
Provider — which lead provider sent this lead (Smart Financial, EverQuote, etc.)
Type — Live Call or Data Lead
Product — what product the prospect was interested in
State — the prospect's state
Zip — the prospect's zip code
Current Insurer — who they're currently insured with (if provided)
Call Duration — for live calls, how long the call lasted
Cost — what the provider charged for this lead
OOP Cost — out-of-pocket cost after subsidies (used in ROI calculations)

Status Filters

The status filter lets you quickly segment leads:

Billable — active leads you paid for. These count toward your conversion rate.
Non-billable — leads excluded from ROI calculations (test leads, non-chargeable records).
Returned — leads you've filed for credit with the provider. The return is pending.
Credited — leads where the provider approved your return. Cost is refunded.
Duplicates — leads flagged as duplicates of existing leads.

Understanding these statuses is critical for accurate ROI reporting. Only billable leads count in the conversion-rate denominator.

Other Filters

Date range — focus on a specific time period
Lead type — Live Calls or Data Leads
Provider — filter to a single lead provider
State — filter by prospect state
Product — filter by product line

Sorting and Searching

Click any column header to sort. The search box searches across lead name, provider, product, state, zip, insurer, and profile name. Sort by cost to find the most expensive leads, or by date for recent activity.

Editing Lead Records

Click the pencil icon on any lead to edit it inline. Update the lead name, provider, cost, subsidy, lead type, received date, product, and state. Changes save immediately and recalculate any affected ROI metrics.

Linking Leads to Sales

The link icon on each row opens a match modal where you can manually connect a lead to a sale. Useful when you know a lead converted but the automatic matching didn't catch it.

What to capture: Leads Log table with Provider, Type, Cost, and OOP Cost columns visible, and a status-filter pill row above the table

Tip. Filter to "Non-billable" status to review leads that might need to be filed for credit with your provider. Catching bad leads early within the provider's credit window saves money and improves your ROI.

Last updated: 2026-04-22