Managing your leads
Contacts collected through Terasu Signal are managed together on the Leads screen. Reading activity and follow-up status sit side by side, so nothing has to be copied into a spreadsheet.
Two ways leads arrive
| Source | Created when |
|---|---|
| Form | An inquiry is submitted through a form link |
| Email verification | Verification succeeds on a link that requires it |
A form link is a public link with an inquiry form attached to the document. Publish it on your website and you receive the reader's contact details and message.
For verification, see Identify readers with email verification.
Track progress with statuses
Each lead carries a follow-up status.
| Status | When to use it |
|---|---|
| Unhandled | Just arrived, nobody has touched it |
| In progress | You have started reaching out |
| Meeting | A meeting is booked |
| Won | The deal closed |
| Lost | Not moving forward this time |
When unhandled leads exist, the count appears in the navigation at the top of the screen, so they are hard to miss.
Statuses are both a record of your follow-up and the material for reviewing which links actually produced revenue later. Recording Lost as well as Won makes that review far more accurate.
Leave notes
Each lead has a note field. Recording what was said on a call, or what you plan to do next, lets you pick the thread back up after a gap.
Prioritise by reading activity
The leads list shows reading state next to contact details.
Two leads can both be Unhandled while having very different temperature: one has read the document through to a Revisit, the other stopped at Opened. Calling the revisiting lead first produces better results.
Filters let you pull out leads by behaviour — people who reread the document, people who finished it, people who have not opened it in a week. It is a practical way to decide who to call today.
Related articles
- Identify readers with email verificationVerify an email address before the document opens, so you know who read it — including people it was forwarded to
- Getting started with Terasu SignalShare a PDF without signing up and see when, by whom, and how far it was read
- Share link settingsUse PIN, expiry, download control, and stopping to send documents outside your company with confidence