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Lead Manager: Lead Type, Converted, and customizable columns

· 3 min read
salon360 Team

The Lead Manager gets two new columns — Lead Type and Converted — plus the ability to choose which columns you see and to filter right from the column headers. We've also made the definition of a "converted" lead clearer and more consistent across the platform.

New: Lead Type​

Every inquiry now shows a single Lead Type, so you can tell at a glance who you're looking at:

  • New — a brand-new lead, first time reaching out.
  • Repeat — another inquiry from someone who already contacted you.
  • Win-back — a former client who had lapsed (no visit in 6+ months) and is reaching back out.
  • Existing client — an active client who was already coming in.

This replaces the old Dedupe column and folds the "existing client" and "win-back" relationships into the same at-a-glance label.

New: Converted​

A new Converted column shows which leads actually became clients. A lead counts as Converted once they've had a completed, non-cancelled visit after their inquiry.

  • Any checkout counts — including a $0, membership, or redemption visit. If they came in and were serviced, they converted.
  • A booking alone does not count — a cancelled appointment or a no-show is not a conversion.

Hover the Converted badge to see the client's lifetime revenue.

Customize your columns​

Click Columns above the table to show or hide any column — Source, Channel, Campaign, Status, Lead Type, Converted, Step, Inquiry, and Last Contact. Your choice is remembered on your device, so the table stays the way you like it.

Filter from the column headers​

Each filterable column now has a small funnel in its header. Click it to pick one or more values (for example, Source: Meta and CallRail, or Lead Type: Existing client). Filters only appear for the columns you're showing, and everything you've applied shows as a removable chip above the table, with Clear all to reset.

Clearer names​

  • Total Leads (formerly "Total Inquiries").
  • The New Lead status is spelled out so it's not confused with "new inquiries this period."

A more consistent Conversion Rate​

The Conversion Rate shown in the Lead Manager now uses the same definition as your Marketing dashboard, so the two always agree. Because "converted" now means a completed visit rather than revenue collected, a few conversion numbers may shift slightly — a $0 completed visit now counts, while a purchase with no service visit no longer does. In most salons the totals barely move.

Also on the Marketing dashboard​

The two date controls are now clearly labeled so they're no longer easy to confuse:

  • Date range — which leads and ad spend to include.
  • Revenue horizon — how long after each lead's first visit we keep counting their spend (now labeled First 30d / First 90d / … so it doesn't look like the date-range presets).