> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itspaydai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Links

> The top of the funnel. Who might buy, who is working them, and the booking links that create the meetings.

**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         | ✅      |

<Tip>
  Leads created through a connected Typeform arrive with a source already set. Connect the form in [Integrations](/merchant/integrations) first.
</Tip>

## 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                        | ✅      |

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

## How credit flows

<Steps>
  <Step title="A lead arrives">
    Manually, or from a connected Typeform with the source already attached.
  </Step>

  <Step title="A setter is assigned">
    Whoever owns the lead is the person credit will land on.
  </Step>

  <Step title="A meeting is booked">
    Through a Calendly or GoHighLevel link, with tracking tags on it.
  </Step>

  <Step title="A closer closes it">
    The setter's cut appears on the sale automatically.
  </Step>
</Steps>

## Walkthrough

<Card title="Pipeline walkthrough" icon="video" horizontal>
  Lead comes in, gets a setter, books a meeting, becomes a sale. Roughly 5 minutes. Recording pending.
</Card>