Lead Management

What is a Lead#

A lead is the contact information (name, email, phone) of a person who completed your quiz and submitted the lead capture form.

Leads Table#

Go to the Leads section in the dashboard sidebar. All contacts collected across all your quizzes are shown here.

Table columns:

Lead Details#

Click any row in the table to open a side panel with full information about the lead.

Lead Statuses#

Each lead can be assigned a status to track the sales process:

To change a status — open the lead details and select a new status from the dropdown. The change is saved immediately.

AI Lead Scoring#

On the Premium plan every lead automatically receives an AI score based on their quiz answers:

• 🔥 Hot — high purchase intent; top priority for your sales team.
• 🌡️ Warm — interested but needs additional nurturing.
• ❄️ Cold — low conversion probability in the near term.

Filters and Search#

• Search — by name, email or phone.
• Quiz filter — show leads from a specific quiz only.
• Status — new / contacted / qualified / disqualified.
• AI score — hot / warm / cold (Premium).
• Date range — leads for a specific period.

CSV Export#

• Click the "Export" button in the top-right corner of the leads table.
• Optionally apply filters before exporting to download only the leads you need.
• The CSV includes: name, email, phone, quiz, date, status, AI score, all quiz answers, UTM, device and country.

Duplicate Protection#

Qwizoo automatically blocks repeat submissions from the same email or phone number (if enabled in quiz settings → Security section). If someone tries to go through the quiz again with the same details, they see a message saying they have already registered.

IP Blocklist

In the Settings section you can block specific IP addresses — useful if someone is deliberately flooding your database with test submissions.

SMS / OTP Phone Verification#

• Enable "SMS Verification" in quiz settings → Security section.
• When filling out the Lead Form the visitor receives an SMS with a 6-digit code. Without the correct code the form cannot be submitted.
• Verified numbers are marked in the leads table with a ✓ Verified badge.

Cloudflare Turnstile CAPTCHA#

• Invisible protection by default — in most cases the visitor sees no challenge at all.
• Challenge only on suspicious activity — if Cloudflare detects bot traffic, the visitor is shown a simple interactive challenge.
• Protection is active on all plans and requires no configuration from the user.

Partial Lead Capture#

If a visitor fills in their email in the lead form step and clicks Next but never reaches the final Submit button, Qwizoo automatically saves them as an incomplete lead — so you never lose a contact who showed intent.

• Incomplete leads appear in the Leads table under the Incomplete tab.
• They do not count toward your monthly lead quota.
• They do not trigger the follow-up email engine.
• If the same visitor later finishes the quiz, the incomplete record is automatically upgraded to a full lead (status: new).