Price Clicker Help Center

Understanding Leads

Back to Help Center

In Price Clicker, a lead is a quote request captured from your pricing form—complete with contact details, calculated pricing, and every form answer. Understanding what leads contain, how statuses work, and where to find them helps you respond faster and close more business.

What Is a Lead?

A lead is created when someone interacts with your profile form at form.priceclicker.com. Depending on how far they get, the lead may include partial answers, a calculated quote, contact information, and submission timestamps. Each lead appears on your Leads page as a row you can filter, review, and export.

Leads are warmer than anonymous website traffic because prospects have already engaged with your pricing questions and, in many cases, seen a quote amount. Use the information stored with each lead to personalize follow-up instead of treating every submission like a cold inquiry.

Pro Tip

Enable notifications on each profile so you are alerted when new submissions arrive. See Setting Up Notifications for how to turn on email, text, and mobile push alerts.

What Information Does a Lead Contain?

Open any lead from the Leads page—or click the info icon to view full prospect details at /leads/prospect-details—to see everything captured for that submission.

Contact Information

Contact questions collect name, email, and phone based on your form configuration. Email is typically required before a prospect can finish. Use these fields for your first outreach.

Quote Details

The calculated quote amount appears on the Leads list and in prospect details, including one-time, recurring, or installment pricing when your profile uses those quote types. Selected options and add-ons from your rules are reflected in the total.

Form Responses

Every answered question is stored with the lead—text answers, checkbox selections, file uploads, booking times, payment details, and more. Prospect details shows the full response breakdown so you can reference specific project requirements in follow-up.

Timestamps and Profile

Each lead shows when it was submitted and which profile (pricing form) it came from. Client status—described below—reflects what the prospect did on the quote page, such as accepting, saving, declining, or abandoning.

Client Status vs. Lead Type

Price Clicker tracks two different concepts on the Leads page. Client status describes what the customer did on your form and quote page. Lead type describes how you are managing the lead in your own workflow.

Client Statuses

Filter by client status under Filter by Status. Available values:

Lead Types (Your Workflow)

Filter by type under Filter by Type:

Mark types from the three-dot menu on any row, or in bulk after selecting multiple leads. Price Clicker does not use CRM-style pipeline stages like Won or Lost—use lead types and provider status instead. See Managing Lead Statuses for the full breakdown.

Provider Status

The Provider column tracks your internal review: approved, pending, pa (pending approval), pr (pending revocation), or revoked. You update provider status yourself from the Leads page.

Important Note

Respond quickly to accepted and submitted leads. Pair fast follow-up with profile notifications so you hear about new submissions right away.

Accessing Your Leads

Go to app.priceclicker.com/leads to see all quote requests across your profiles. The list shows date, profile name, contact name, quote amount, client status, and provider status.

Filtering

Four filter dropdowns narrow the list:

Click Apply in each dropdown to update results. Your choices are saved automatically. Use Reset to clear all filters.

Prospect Details

Click the info icon on any row to open full prospect details, including every form answer and quote breakdown. The URL follows the pattern /leads/prospect-details?profile=…&id=….

CSV Export

Use the export icon at the top of the Leads page to download all visible leads as CSV, or select specific rows and choose Export selected CSV. Exports respect your current filters, making it easy to pull data into a spreadsheet or external CRM.

Lead Quality Indicators

Price Clicker does not track time spent per question or other engagement analytics. Instead, use the data you already capture:

Maximizing Lead Quality

Better leads start with a better form. Ask disqualifying questions early if you cannot serve certain customer types. Price competitively for your market. Describe services clearly in your rules so prospects self-select before submitting.

Common Mistakes

Conclusion

Leads are the center of your Price Clicker workflow. Know what each status means, filter the Leads page to focus on what needs attention, and use prospect details plus CSV export to follow up with context. Pair that with profile notifications and you have a complete system for turning form submissions into customers.

Related Articles

Still have questions?

Our support team is here to help you succeed