How to Use the SourceLoop Contacts (Leads) Table
The Contacts table lists every person who became a lead, with their first and latest touch, lead quality, stage, status, value, and full journey.
On this page
The Contacts table lists every person who became a lead, with what brought them in, how good a lead they are, where they are in your pipeline, and what they’re worth. Click anyone to see their full journey.
Open Contacts in the left sidebar. The side menu has Unidentified visitors (people who browsed but never converted), All contacts with your saved views, All companies, and All deals.
If the Traffic and Revenue report answers “which channels are working”, Contacts answers “show me the people each channel produced”.
Step 1: Filter the list
The toolbar at the top:
- Date range: defaults to the last 30 days
- Filter: build conditions on any column, such as Latest channel is Paid search and Lead quality is Good
- Column filters: the row under each column header filters that column directly
- Save View: keep the current filters, sort, and columns as a named view
- Columns: choose which columns show
- Export: download the rows as a CSV
Step 2: Read the columns
Columns are grouped by colour so you can find them quickly in the Columns menu:
| Group | Columns |
|---|---|
| User | Contact, Name, Date, Company, Phone, Country, City |
| Status | Lead type, Stage, Status, Lead quality, Duplicate |
| Metrics | Lead score, Good leads, Lead value, Revenue |
| Last touch | Latest channel, source, medium, campaign, keyword, content, landing page, last seen |
| First touch | First channel, source, medium, campaign, keyword, content, landing page, first seen |
| Click IDs | Google, Microsoft, Meta, and LinkedIn click IDs for the first and latest touch |
| Technology | Browser, device type, operating system |
Your custom fields, such as Service or Budget, appear as columns too.
Stage, Status, and Lead quality can be changed straight from the table. Click the cell and pick a value. Changes reach your connected CRM within minutes.
Step 3: Update many people at once
Tick the people you want, then use the bar that appears to Set quality, Set stage, or Set status for all of them. You can also delete the selected contacts.
Step 4: Open a contact’s journey
Click any row to open the contact.
At the top are their Stage, Status, Contact score, and Value.
On the left:
- Last touch attribution and First touch attribution: channel, source, medium, campaign, content, term, landing page, and landing folder
- Personal information: email, name, phone, company, and location, all editable
- Additional information: each lead’s quality and the reason for it, such as the rule that decided it or the Ask AI answer
On the right, the User journey lists every visit in order, grouped by day: where each session came from, every page viewed, clicks, and the conversion itself with every field the person submitted.
Step 5: Export
Click Export to download every row that matches your filters, with the columns you’re showing. Common uses: a sales handoff list of this week’s Good leads with their campaign, or a spreadsheet of revenue by first channel.
What’s next
- Decide which leads count as Good: Lead quality rules
- See people who haven’t converted yet: Unidentified visitors
- See deals and companies: Deals and companies
- Bring in leads from outside your website: Import offline data
Frequently asked questions
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Is the table one row per person or per form fill?
One row per person. Someone who fills in a form, books a meeting, and calls you appears once, with every one of those leads in their journey.
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What's the difference between Status and Stage?
Stage is where the person is in your funnel, such as Lead, MQL, SQL, Opportunity, or Customer. Status is where they are within it, such as New, Attempted to contact, Connected, Qualified, or Unqualified. Both can come from your CRM, be set by lead rules, or be changed here. Set up your own under Setup -> Stages.
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What does Lead quality mean?
Whether the person's leads are Good, Not a fit, Spam, or Not reviewed. Your lead quality rules, Ask AI, your CRM statuses, or your team decide it. Spam leaves every report.
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How do I save a filter I use often?
Set up the filters, sort, and columns you want, then click Save View and give it a name. Saved views appear under All contacts in the side menu.
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Can I add a lead by hand?
Yes. Click Add contact for a single lead or sale, such as a walk-in or a phone enquiry that wasn't tracked. For many at once, import a file from Setup -> Data sync -> Offline data.
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Why are some names blank?
The form or tool didn't send a name. The Contact column falls back to the email or phone number so you can still tell people apart.
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