Overview
Website Leads lists submissions from the selected client's connected lead forms, newest first. Each lead is saved as a deal in the client's pipeline, and this page shows where it came from: the form, landing page and campaign. When the person gave an email, the lead is also linked to the client's contact for that email, or a new contact is added. Form posts that look automated are kept apart under Possible spam: they are still saved as deals, but they are not added to contacts, send no alert, do not count as leads and stay off the Deals board, the Search this client bar and Deal Reports. If one is a real person, mark it Not spam to move it to your leads. If a lead in your list is really a bot the checks missed, choose Mark as spam to move it to Possible spam. Leads marked Not spam also offer Retry contact and opt-in if saving the contact or original opt-in failed. Open a lead to update its deal or follow up. To collect leads on a website you already have, open Use this form on your own website at the bottom of the page and copy the code for one of your forms; those leads arrive here too. To capture the forms already on your own website, list its domains under Your website domains, then copy the one line of code shown there onto every page of the site; those leads arrive here too. Client Admins can save, preview and publish one lead-form draft per website page in Edit a lead form. Save draft keeps changes off the live site until Publish saved form is confirmed. Undo last publication restores the previous page content only while no newer page edits would be lost.
How to use this page
Open the page
Choose Leads under Inbound in the sidebar, or select the website leads count on the Inbound overview, which opens the list at the matching date range. Employees pick a client in the sidebar first. The box at the top right shows how many leads arrived in the last 30 days, not counting possible spam.
Request your first lead form
If your published SalesHive website has no lead form, select Draft a form request in the setup card. Review and edit the prefilled brief in New Project, then start the project when ready. The brief asks for a proposed form and placement before any website changes or publishing. Opening the draft does not start work or change your website. If the card tells you to ask an admin, ask an admin on your account to request the form.
Narrow the list
Use the form menu to show one form, and pick 7 days, 30 days, 90 days or All time. The count beside the filters shows how many leads match. If nothing matches, select Clear filters.
Read where a lead came from
Each row shows the date, the person's name, company and email, the contact the lead is saved as, the form and lead source, the landing page they first arrived on, the UTM campaign, and the deal's current stage. When the form asked extra questions, the person's answers appear under their name: the first 3, with long answers shortened. Select Show all answers to read them in full. Opted in to marketing email appears when the linked contact has current recorded consent for its current email address. It is hidden for possible spam. Hover a landing page to see its full address.
Sort out spam
When some submissions look automated, a Possible spam button with their count appears beside the filters. Select it to see them, each with the reason it was flagged. If one is a real person, select Not spam under the name, then Yes, not spam. If a lead in your main list is spam, select Mark as spam under the name, then Yes, mark as spam. Select Back to website leads to return. If the message says the lead was marked not spam but its contact or opt-in could not be saved, retry in the open confirmation. After refreshing, find the lead in the main list, select Retry contact and opt-in, then Retry save.
Follow up
Select a lead's name to open its deal, where you can work it like any other deal in the pipeline. Select Contact under the name to open the person's contact record instead.
Choose the lead owner and alert recipients
As a Client Admin, open Lead alerts and ownership below the lead list. Under Who should own new website leads?, choose an active teammate with Deals access or leave Unassigned (default). Separately choose All eligible teammates (default) for alerts, or Selected teammates and at least one name. Select Save lead settings. The owner applies only to new leads not flagged as spam; existing leads, repeats and leads marked Not spam keep their current owner. Saving sends no alert. This panel is hidden in Possible spam.
Choose a form to draft
As a Client Admin with Inbound and Deals access, open Edit a lead form below Lead alerts and ownership. Choose a website page, then an existing form or Add a form at the end of this page. Each page holds one saved draft. Changing the selected form asks for confirmation and starts the editor from that form; saving replaces the previous draft. The editor is hidden in Possible spam. If no pages are available, ask your SalesHive team to set up a website page first. Focus the dropdown and press Enter, Space or an arrow key to open it. Use Up and Down to move through choices, then Enter or Space to select. Home and End move to the first or last choice when an option has focus. If a search field appears, type to filter and press an arrow key to reach the choices. Escape closes without changing the selection and returns focus to the button. Tab closes and moves on. Reopening clears the search.
Edit the draft and review its preview
Edit Heading, Introduction, Button text, Thank-you message and Form name. Under Visitor fields, keep Email required and choose Hidden, Optional or Required for Name, Phone, Company, Title, Company website and How can we help?. To ask only for an email, hide the other standard fields and remove any custom questions you do not need. Add up to 8 custom questions as Short answer, Long answer, Dropdown or Choose one. Give each a label and unique Question key, using lowercase letters, digits or underscores; keep the generated key if unsure. For choice questions, enter up to 20 choices, one per line. Check Required when needed, or use Remove question to remove it. Leave Marketing email opt-in text empty to omit the checkbox, or enter wording for an optional, initially unchecked box. The Preview shows content only and cannot submit; website styling applies when published.
Save or reload your form draft
Resolve any Before saving messages, then select Save draft and wait for Draft saved. The saved version appears beside Reload saved draft. Saving leaves the website and embedded forms unchanged until you publish. If the save cannot be confirmed, copy any unsaved text you need, select Reload saved draft and check the saved version before editing or saving again. Reloading and switching pages ask before discarding unsaved edits. If the website page changed after the draft was saved, review the old draft, choose Start again from current page and confirm Start again. Review and edit the replacement, then save it.
Publish the saved form
Review the preview and save any edits. Select Publish saved form, then confirm Publish form. The saved version replaces the selected form or adds it at the end of the page. The website and page must already be live, and the form name must be unique across the website. Wait for Form published before treating it as complete. If the result is unclear, use Reload saved draft and check the status before trying again.
Undo the latest publication
Select Undo last publication, then confirm Undo publication to restore the page content from before that publication. Save or discard unsaved edits first. Undo is available only while the page has not changed since publication, so newer edits are protected. Your saved draft remains available. If it is now stale, follow Start again from current page before editing and publishing again.
Put a form on your own website
Select Use this form on your own website at the bottom of the page to open it. It is already open when the client has no website leads yet and at least one form exists. Each lead form on your published SalesHive pages is listed by name. Select Copy code, then paste the code where the form should appear, for example in a WordPress Custom HTML block, a Webflow or Squarespace embed, or any page's HTML. Select Preview to open the form on its own in a new tab. If copying is blocked, the code is selected for you; press Ctrl+C (or Cmd+C). Client Admins can change questions or wording in Edit a lead form, then save and publish. Published changes appear wherever that form is embedded. If you add or rename a form, refresh Website Leads to load its current code; after a rename, replace any embedded code that uses the old name.
Capture the forms on your own website
Select Your website domains near the bottom of the page to open it. Type a domain your own website runs on, such as acme.com, and select Add. You can paste a full address; the www, https and page path are dropped for you, and subdomains like blog.acme.com are covered automatically. If the client has no domains yet and a website address is on file, the panel asks whether that address is your website, with an Add button for it. Select the X beside a domain to remove it. You can list up to 10. Once a domain is listed, select Copy code under Capture the forms on your website and paste that line once on every page of your site, for example in the site header or a WordPress or Webflow custom code setting. If copying is blocked, the code is selected for you; press Ctrl+C (or Cmd+C). Send one of your own forms, then refresh Website Leads and reopen Your website domains. Under Forms received from your website, check the form name, website address and Latest received time to confirm it arrived.
What the buttons do
- Inbound
- Returns to the Inbound overview.
- Draft a form request
- Appears when your SalesHive website is published, none of its published pages has a lead form, and you can open projects. Opens an editable New Project brief for the selected client without starting it. The setup card can appear even if leads already exist.
- All forms menu
- Filters the list to one form. Each form shows how many leads it has captured.
- 7 days, 30 days, 90 days, All time
- Limits the list to leads submitted in that window. All time is the default.
- Lead name
- Opens that lead's deal.
- Contact: name
- Appears under a lead that is saved as a contact. Opens that contact. If you cannot open Contacts, or on a small screen, it reads Saved as a contact instead.
- Show all answers / Show fewer answers
- Appears under a lead's answers when it answered more than 3 form questions or gave a long answer. Shows every answer in full, or goes back to the short view.
- Opted in to marketing email
- A label, not a button. Shows current recorded marketing email consent for the linked contact's current address. Hidden for possible spam, erased or trashed contacts, or consent that was later revoked. Hover it for a short explanation.
- Possible spam (count)
- Appears beside the filters when submissions were kept apart as possible spam. Opens the list of those submissions. When there are no real leads yet, the same link appears as a line of text instead.
- Back to website leads
- Appears in the possible spam view. Returns to your real leads.
- Not spam
- Appears on each lead in the possible spam view. Asks you to confirm before anything changes.
- Yes, not spam
- Moves the lead to your website leads, saves or links its contact when eligible, and recovers an original recorded form opt-in when it matches that contact. Cancel closes the question without changes.
- Retry contact and opt-in / Retry save
- Appears on leads marked Not spam, including after refresh. Opens a confirmation, then retries contact saving and recovery of the original opt-in. Its presence alone does not mean something failed. Cancel closes the question; nobody is alerted.
- Mark as spam
- Appears under each lead in your main list, including ones marked Not spam earlier. Asks you to confirm before anything changes.
- Yes, mark as spam
- Confirms: moves the lead to Possible spam. Its deal and any linked contact stay. Cancel closes the question without changes.
- Dismiss
- Closes the message that appears after you mark a lead Not spam or Mark as spam.
- Clear filters
- Appears when no leads match. Resets the form and date filters. In the possible spam view it keeps you in that view.
- View your website
- Appears when there are no leads yet and the site is published. Opens the client's website in a new tab.
- Go to Inbound
- Appears when there are no leads yet and the site is not published. Opens the Inbound overview.
- notification settings
- Appears when there are no leads yet. Opens your notification settings, where you can turn new website lead alerts on or off.
- Lead alerts and ownership
- Visible only to Client Admins. Opens or closes the owner and alert recipient settings below the lead list, including when there are no leads yet. Hidden in Possible spam.
- All eligible teammates (default) / Selected teammates
- Choose every eligible teammate, including those who join later, or check specific names. Selected teammates requires at least one name.
- New website lead owner
- Choose an active client teammate with Deals access, or Unassigned (default). Applies to new website leads that are not flagged as spam. This choice is separate from alert recipients.
- Save lead settings
- Saves the default owner and alert recipients together for future submissions. Does not reassign existing leads, send an alert or change anyone's notification preferences.
- Reload saved settings / Load settings
- Loads the current saved choices and eligible teammates. Reload saved settings replaces unsaved choices; use it after another person changes the settings.
- Edit a lead form / Open editor / Close editor
- Visible only to Client Admins. Opens or closes the editor below Lead alerts and ownership to save, preview and publish one form draft per page. Hidden in Possible spam.
- Page for form draft / Form to draft
- Choose the website page, then an existing form or Add a form at the end of this page. The page list shows at most 200 pages by address. Changing forms asks for confirmation before resetting the editor.
- Visitor fields: Hidden / Optional / Required
- Hidden removes the field from the form. Optional shows it without requiring an answer. Required asks visitors to complete it. Email stays visible and required. The preview reflects your choices; save and publish to apply them to the live form.
- Add question / Remove question / Required
- Add up to 8 custom questions, remove a question, or mark one required. Dropdown and Choose one questions accept up to 20 choices, one per line.
- Save draft
- Saves valid edits to the selected page draft and shows its saved version. Does not publish or change any live form. Disabled until there are valid unsaved edits, or while a save, access conflict or stale page needs attention.
- Publish saved form / Publish form
- Publish saved form opens a confirmation; Publish form makes the saved draft live. Save valid edits first. Unpublished pages, stale drafts and unresolved conflicts prevent publishing. Cancel closes the confirmation without publishing.
- Undo last publication / Undo publication
- Opens a confirmation to restore the page content from before its latest form publication. Disabled for unsaved edits, unresolved conflicts or newer page changes. Keeps the saved draft. Cancel leaves the publication unchanged.
- Reload saved draft / Load pages
- Reload saved draft fetches the current page and saved draft, asking before discarding unsaved edits. Load pages retries loading available website pages.
- Start again from current page
- Appears when the website page changed after the draft was saved. After confirmation, resets the editor to the current page. Save draft replaces the old saved draft; the website stays unchanged.
- Use this form on your own website
- Appears at the bottom of the page when the client has a SalesHive website, except in the Possible spam view. Opens or closes the code for each form. Starts open when there are no leads yet and at least one form exists.
- Preview
- Opens that form on its own, as it appears when placed on another website, in a new tab.
- Copy code
- Copies that form's code so you can paste it into your own website. It reads Copied for a moment once it works.
- Your website domains
- Appears below the other panels, except in the Possible spam view. Opens or closes your domains, capture code and received-form summary. Closed, it shows your first domain and how many more, or a prompt when the list is empty.
- Add / Add (suggested domain)
- Add saves the domain typed in the box. Add with a domain name appears only when the list is empty and the client's website address is on file, and adds that domain in one click.
- X beside a domain
- Removes that domain from the list right away.
- Copy code (Capture the forms on your website)
- Appears in Your website domains once at least one domain is listed and your SalesHive website is published. Copies the one line of code to paste on every page of your own website. It reads Copied for a moment once it works.
- Forms received from your website
- A summary, not a button. Appears inside Your website domains when at least one domain is listed. Groups captured submissions by website address and form name, showing Submissions received, Flagged as possible spam and Latest received in UTC, newest first.