How to Use the SourceLoop Contacts (Leads) Table

The Contacts table is the row-per-lead view in SourceLoop. Every identified contact, anyone who left an email, phone number, or other handle through a form, meeting, chat, or payment, gets one row. The table shows who they are, what brought them in, what they’re worth, and how to drill into their full journey.

It lives at Contacts in the left sidebar. The same page also has a Visitors view for anonymous browsers who never converted.

What the Contacts table answers

In one screen:

• Who has converted recently, with full contact details
• What channel, source, campaign, and landing page brought each lead in (both first and last touch)
• Where each lead is in your sales lifecycle (Status + Qualified flag)
• What each lead is worth (Expected Revenue, Revenue, Lead Score)
• What the full journey looked like before they converted

If the Traffic dashboard is “what channels are working”, the Contacts table is “show me the actual people each channel produced”.

Step 1: Pick your date range and filters

The page-level controls at the top:

1. Date range — defaults to the last 30 days
2. Saved view (left sidebar) — load a previously saved combination of filters, sort, and visible columns
3. Column filters (under each header) — quick text or dropdown filter per column
4. Advanced filter — build multi-condition filters across any columns (e.g., “Channel = Paid Search AND Country = US AND Revenue > 0”)

The filter bar is sticky. Add filters and the table re-queries in real time.

Step 2: Read the row

Each row is one lead. The most useful default columns:

Column	What it shows
Contact	Email or phone, with an avatar initial. The pinned identity column.
Name	Lead’s name if the conversion source included one. Blank if not.
Date	When the lead converted. Click to edit.
Type	What kind of conversion: Web Form, Meeting, Chat, Payment, Subscription, API, CRM Import, or Custom.
Status	Lifecycle stage (New, Contacted, In Progress, Converted, Lost). Configurable per workspace.
Qualified	Yes / No / Not Set flag for sales qualification.
Lead Score	Numeric score your team or workflow assigns.
Expected Revenue	The forecasted deal value (quote).
Revenue	The realised deal value (closed-won amount).

All of these are click-to-edit inline; no separate edit mode.

Step 3: Read the attribution columns

Two parallel sets of attribution columns, one for the lead’s first touch (how they originally found you) and one for the last touch (the session in which they converted):

First touch	Last touch	Meaning
First Channel	Latest Channel	High-level bucket (Paid Search, Organic Social, Direct, etc.)
First Source	Latest Source	The utm_source value (google, linkedin, twitter, etc.)
First Medium	Latest Medium	The utm_medium value (cpc, organic, social, email)
First Campaign	Latest Campaign	The utm_campaign value
First Keyword	Latest Keyword	Search term that landed them on the page
First Content	Latest Content	The utm_content value
First Landing Page	Latest Landing Page	URL they first arrived on / converted on
First Landing Page Folder	Latest Landing Page Folder	The URL folder of either

Plus, both first and last touch carry the click IDs for each ad platform: Google (gclid, gbraid, wbraid), Microsoft (msclkid), Facebook (fbclid), and LinkedIn (li_fat_id). Those are useful for debugging mismatches between SourceLoop attribution and the ad platforms’ own reporting.

Step 4: Read the contact and technical columns

Column	What it shows
Company	Company name if captured (calendar bookings often include this)
Phone	Phone number if captured
Country	Country derived from the converting session’s IP
City	City derived from the same
Browser	Browser used at the converting session
Device Type	Desktop, Mobile, or Tablet
OS	Operating system

And two flags:

• Is Spam — manual toggle for cleaning up junk submissions
• Is Duplicate — manual toggle when the same person appears twice

Plus Notes (free text), First Seen (read-only), and Last Seen (read-only).

Step 5: Show / hide columns and save the view

That’s a lot of columns. Most teams don’t need all of them visible at once.

1. Click the Column visibility menu (right of the table header).
2. Toggle columns on or off. The list has a search box; type “click” to surface just the click ID columns, etc.
3. Click Save view to keep this column layout (plus current filters and sort) as a named view. It appears in the left sidebar for one-click recall.

Useful preset views to create:

• Sales pipeline — visible: Contact, Status, Qualified, Expected Revenue, Latest Channel; sorted by Date desc.
• Paid Search performance — filter Latest Channel = Paid Search; visible: Contact, Latest Campaign, Latest Keyword, Revenue.
• High-value leads — filter Lead Score > 50; visible: Contact, Status, Expected Revenue, Latest Channel.

Step 6: Open the lead drawer for the full journey

Click any row. The right-side lead drawer opens with the lead’s full pre-conversion journey.

The drawer has two sides:

Left side, expandable accordions for the lead’s metadata:

• Last Touch Attribution — channel, source, medium, campaign, keyword, content, landing page (clickable to open in a new tab)
• First Touch Attribution — same fields, for the original touch
• Personal Information — email, name, company, phone, country, city (all inline editable)
• Technical Information — browser, device, OS
• Additional Information — date, mark as spam, mark as duplicate

Right side, a vertical timeline of every event leading to the conversion:

• The conversion event at the top (form submission, meeting booking, payment, etc.) with every field captured
• Every session the lead had on your site, expanded into the individual events: page views, ad clicks, custom events, form interactions, video plays, scroll milestones, etc.
• Each event timestamped, with the page URL or event metadata inline

Click any event to expand details below. The timeline is the single most useful artifact in SourceLoop for understanding “why did this lead convert from this campaign?”

Step 7: Export to CSV

Top-right of the table, Export. The CSV download includes every visible column for every row matching the current filters, with attribution flattened into row-per-lead format.

Typical exports:

• Sales handoff — filter to recent qualified leads, export with contact details and Latest Channel / Campaign for sales follow-up
• ROAS analysis — filter to a date range, export with Revenue, First Channel, and Latest Channel; analyse in your spreadsheet of choice
• CRM backfill — export historical leads with their attribution for backfilling a new CRM

What’s next

• Browse anonymous visitors who haven’t converted yet: Anonymous visitors view
• Compare how attribution credit shifts across models: 7 Types of Attribution Models
• Slice the same data by channel rather than per-lead: Traffic dashboard
• See pre-conversion page patterns in aggregate: Paths dashboard