Manage Leads - Paydai

Where: Leads and Meeting Links in the left menu · Who: Merchant, Manager, Setter. Closers see Meeting Links only The top of the funnel. Who might buy, who is working them, and the booking links that create the meetings. Leads and Meeting Links are two separate menu items, but they are one job.

Leads

Feature	What you can do	Status
The leads list	Every lead with name, email, phone number, assigned setter and source	✅
Search leads	Find a lead by name or email	✅
Assign a setter to a lead	Pick which setter owns a lead, so credit lands on the right person	✅
Lead source	See where the lead came from, including from a connected form	✅

Leads created through a connected Typeform arrive with a source already set. Connect the form in Integrations first.

Meeting links

Feature	What you can do	Status
Meeting links	Every booking link with its name, provider and duration	✅
Copy a meeting link	One click copy, ready to paste into a message	✅
Tracking tags	Add campaign, source, medium and term tags so you can tell which links produce meetings	✅
Merchant tags versus rep tags	The merchant sets workspace wide tags. Reps set their own on top	✅

Meeting Links only has content once a calendar is connected. On a workspace with no Calendly or GoHighLevel the page is empty.

How credit flows

A lead arrives

Manually, or from a connected Typeform with the source already attached.

A setter is assigned

Whoever owns the lead is the person credit will land on.

A meeting is booked

Through a Calendly or GoHighLevel link, with tracking tags on it.

A closer closes it

The setter’s cut appears on the sale automatically.

Walkthrough

Pipeline walkthrough

Lead comes in, gets a setter, books a meeting, becomes a sale. Roughly 5 minutes. Recording pending.

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​Leads

​Meeting links

​How credit flows

​Walkthrough

Pipeline walkthrough

Leads

Meeting links

How credit flows

Walkthrough