HappierleadsDocs

See your leads

Everyone we identified on your website: the person, their company, what they did and how well they fit.

Website Visitors lists everyone we identified on your website, newest first: one row per person.

Try it on the real dashboard
  1. Leads → Website Visitors.
  2. Read a row: the person and how to reach them, their company, what they did, their ICP score, their campaign and the automations that ran.
  3. Click a name for the full lead (Lead details).

Next: choose your columns and filter your leads.

Every control on this screen

Every button, field and switch, with what it does.

Leads — Website Visitors (header, tabs, filters, table) · 157 controlsNeeds: leads view
Website you are looking at ([domain], only with 2+ websites)Shows informationswitch websites with website-switcher
Date range (Today … All the Time, Custom Range)Buttonpicks apply at once; All the Time hidden above 10k leads
Custom date range calendarShows information
Apply (custom range)Button
Cancel (custom range)Shows information
Lead quality NN%+ pillShows informationNeeds: qualify
N leads left (hover for details)Shows informationopens on hover / focus
Export to CSVShows informationopens Customize CSV ExportNeeds: leads export
Sample data bannerShows information
Tab: Website VisitorsShows information
Tab: 3rd-Party IntentShows information
Tab: Web ScrapingShows information
Tab: Prospector (209M contacts)Shows information
Tab: AI Scout (BETA)Shows information
Tab: ListsShows information
Tab: CSV ExportsShows information
Tab: LinkedIn FansShows information
Rate our Data Quality bar (bottom)Shows information
Rating faces 1–5Button · changes your accounta click sends the rating
Dismiss (hide the rating bar)Button
Tell Us More dialogShows information
Tell us why (optional)Text box
Continue (send feedback)Button · changes your account
Tracking: domain connected / pixel not detectedShows information
Pixel removed / not found noticeShows information
Set up the tracking pixel againShows information
Install Tracking Pixel (empty table)Shows information
Clear filters (Filters Too Restrictive)Button
Saved views (All leads / view name)Shows information
Saved views menuShows information
Open a saved viewButton
Set default (view)Button · changes your account
Delete saved view (×, instant)Opens a panel or page
Name this view…Text boxonly when filters are set
Save (view)Button · changes your account
+ FilterShows information
Add filter panelShows information
Close (filters)Shows information
ICP score: AllButton
ICP score: 70%+Button
ICP score: 80%+Button
ICP score: 90%+Button
ICP score: custom rangeButton
Traffic: All (Website Visitors tab)Button
Traffic: Google AdsButton
Traffic: Meta AdsButton
Traffic: LinkedIn AdsButton
Filters: Scoring & qualificationButton
Filters: CompanyButton
Filters: LocationButton
Filters: People & contactsButton
Filters: Behaviour & signalsButton
Filters: Campaign attributionButton
Filters: CRM, lists & tagsButton
A filter field (first match; search for it first)Button
← All filtersButton
Filter operator (is / is not / contains…)Drop-down
Filter value (free text)Text box
Add (filter value)Button
Filter option (tick; first match)Button
From (range filter)Drop-down
To (range filter)Drop-down
Pick an ICP model (ICP model score filter)Drop-down
Cancel (filter)Shows information
Apply filterButton
Active filtersShows information
Remove filter (×, first chip)Button
Clear all (filters)Button
Save as viewShows information
Customize columns (gear)Shows information
Customize Table Columns dialogShows information
Apply to: Website VisitorsButton
Apply to: 3rd-Party IntentButton
Apply to: Web ScrapingButton
Apply to: ProspectorButton
Apply to: AI ScoutButton
Apply to: ListsButton
Apply to: LinkedIn FansButton
Select All (columns)Button
Deselect All (columns)Button
Column tick box (first match; search first)Button
Close (columns)Shows information
Cancel (columns)Shows information
Save ColumnsButton · changes your account
Showing X–Y of NShows information
Previous pageButton
Next pageButton
Sort by a column (click its header)Button
Select all (header tick box)Button
Select page / all leads menuShows information
Select leads on this pageButton
Select all leads (every page)Button
Lead row (click opens the lead details)Shows information
Row checkbox (select lead)Tick box
Person cell (hover: email, phone, LinkedIn — copy buttons)Shows information
Company cell (hover: company information, tags, technologies)Shows information
Activity cell (hover: Visitor Activity — pages, visits, UTMs, ad source, referrer, ▶ replay)Shows information
ICP fit score (why this lead scored X)Shows information
Google Ads audience statusShows informationonly when Google Ads is connected
LinkedIn Ads audience statusShows informationprivate beta, only when connected
Meta Ads audience statusShows informationprivate beta, only when connected
Automations column (which automations ran for this lead)Shows information
Re-run Automation (failed automation pill)Button · changes your accountinside the hover card of a failed automation pill
Tags columnShows information
+ Add tag (row)Shows information
Remove tag (click the tag)Opens a panel or page
Tag pickerShows information
Existing tag (click adds it to the lead)Button · changes your account
Create new tag: '…'Shows information
Manage tags (opens the Tags page)Shows information
Campaign column (which campaign, sequence progress, status)Shows information
Sequence progress bar (hover: every email + actions)Shows information
Campaign status chip (hover: what is wrong + the fix)Shows information
Fix cardShows informationhover the status chip
Fix card main action (Reconnect mailbox / Find email / Add first name / Retry / Change sender / Raise daily limit / Send now / Resume)Button · changes your account
Fix card second actionButton · changes your account
Reconnect / Resume / Fix (blocked email in the sequence card)Button · changes your accounthover the sequence bar
Reschedule & sendButton · changes your accounthover the sequence bar
Open in EngageShows informationhover the sequence bar
Remove from campaignOpens a panel or pagehover the sequence bar; asks to confirm in the cell
Remove (confirm removing from campaign)Opens a panel or page
Add to campaign / Add anyway (Not in a campaign)Shows information
Enable campaign (campaign paused)Button · changes your account
Open campaignsShows information
Add details (missing field)Shows information
Retry (automation failed)Button · changes your account
Engage with them (locked on Trial)Shows information
Your first campaign, set up by us — upgradeOpens a panel or page
Row ⋮ menuShows information
Remove LeadOpens a panel or pageasks "Do you wish to remove this lead?"; permanent, restores 1 credit while the monthly removal quota lasts
Confirm remove leadOpens a panel or page
Cancel remove leadShows information
Block company from automationsOpens a panel or pageinstant, no confirm; to hide from leads entirely use a Qualify Exclude rule
Block person from automationsOpens a panel or pageinstant, no confirm
N selected (selection toolbar)Shows information
Add to list ▾ (selected leads)Shows information
Add to list menuShows information
Existing list (adds the selected leads)Button · changes your account
New list name…Text box
Create (new list with the selected leads)Button · changes your account
Remove from list (inside a list)Opens a panel or pageno confirm
Delete selected leads (trash icon)Opens a panel or pageinstant, no confirm
Retrigger ↻ (selected leads)Shows informationonly with automations or ICP scoring
Retrigger dialogShows information
Retrigger AutomationsButton
Retrigger QualificationsButton
Select all / Deselect all automationsButton
Automation checkboxButton
Also retrigger automations that already succeededButton
Cancel (retrigger)Shows information
Start RetriggerButton · changes your account
Leads — leads left (credits) popover · 17 controlsNeeds: leads view
Leads left popupShows information
Status (On track / Runs out early / Out of leads / Auto top-up on…)Shows information
Leads left / per day / runs out statsShows information
Trial offer (bonuses + countdown)Shows information
Subscribe — $X today →Opens a panel or page
See your credit history →Shows information
Auto top-up switch (off — opens the monthly limit dialog)Shows informationswitching it off only happens in Billing; Leads page → leads-left pill
Set your monthly limit dialogShows information
Recommended / More headroom limitButton · changes your account
Or your own limit (USD a month)Text boxnever below the plan price
Turn on auto top-upButton · changes your account
Cancel (monthly limit dialog)Shows information
Auto top-up: On · up to $X/moShows information
Manage in Billing →Shows informationwhere auto top-up is changed or switched off
Next step card (top up / upgrade options)Shows information
Set up in Billing (next step button)Shows information
See upgrade optionsShows information
Leads — Lead quality panel · 28 controlsNeeds: qualify
Lead quality panelShows information
Minimum ICP Fit slider (0 = Everyone, steps of 5)Slider
Only leads with contactsTick box
What "Only leads with contacts" means (?)Shows information
What the bar means (?)Shows information
Customize per product / Use one bar for allButton
Website visitors slider (per product)Slider
3rd-party intent slider (per product)Slider
Web scraping slider (per product)Slider
Prospector slider (per product)Slider
AI Scout slider (per product)Slider
Website visitors: Only leads with contactsTick box
Web scraping: Only leads with contactsTick box
AI Scout: Only leads with contactsTick box
3rd-party intent: contacts always onShows information
Prospector: contacts always onShows information
Very strict warningShows information
Who do you sell to? (?)Shows information
Who do you sell to: B2BButton
Who do you sell to: B2CButton
Who do you sell to: B2B & B2CButton
Cancel (lead quality)Shows information
Save (lead quality)Button · changes your accountmay then offer to delete leads below the new bar
Undo last delete (5 days after a purge)Button · changes your accountNeeds: billing
Delete the leads that no longer match? (after Save)Opens a panel or page
Type DELETE THEM FOREVEROpens a panel or page
Delete forever (refunds this month's credits)Opens a panel or pageNeeds: billing
Keep themShows information

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