# Leads (contacts)

Every time someone books a meeting, 42min remembers them. The
[**Leads**](/360/leads) page is that running list of contacts: name, email, phone (if
they gave one), how many meetings they've had with you, any [tags](#tags), and when they
first appeared.

## What it is

- **Auto-created from bookings.** You don't have to add anyone. The first time a person
  books, they become a lead. Book again and their **Meetings** count goes up.
- **Searchable.** The search box filters by name or email.
- **One row per person**, with their **meeting history**. Open a lead to see every
  booking they've made with you and when.
- **Add Lead**: manually create a contact (name + email, optionally phone), e.g. before
  reaching out to someone who hasn't booked yet.
- **Export CSV**: download the list (respecting the current search) as a spreadsheet.

<Screenshot
  src="/help/screenshots/workspace/contacts.png"
  alt="The 42min Leads page: an 'Export CSV' and 'Add Lead' button, a 'Contacts / Needs review' toggle, a 'Search by name or email...' box, and a table of contacts with columns Name, Email, Phone, Meetings, Tags, Created"
  caption="Leads: everyone who's booked with you, auto-collected. Search to find someone, Add Lead to enter one manually, Export CSV to take the list with you. The Needs review tab beside Contacts holds the booking attempts a qualification rule turned away."
/>

## Needs review

The toggle at the top of the page has a second tab, **Needs review**. It holds the
booking attempts that an event type's
[qualification rules](/help/event-types/qualification) turned away, rather than people
who booked successfully, so nobody here is a contact yet.

Open a row to see which rule matched and what the person answered, then **Approve** it
to create the booking after all, or **Delete** it (admins and owners only). It's the
same queue, with the same actions, as the **Needs review** status on
[Meetings](/help/workspace/meetings#needs-review), which is where the full description
lives.

## Tags

Tags are short labels (e.g. *enterprise*, *VIP*, *partner*) you can attach to a lead, or
to a [booking](/help/workspace/meetings), to slice things later. They show in the
**Tags** column here and on the Meetings list, and you can filter Meetings by tag. Tags
are managed alongside [event types](/help/event-types/overview).

## Message history

Below a lead's meeting history you'll find **"Messages sent to …"**, every email 42min
has sent that person (confirmations, reminders, [workflow](/help/workflows/overview)
messages) with its delivery status. Click a row to preview the actual email. The section
only appears once at least one message has been sent to the contact. Admins can browse
the same history org-wide on the [Sent messages](/help/team-and-admin/sent-messages) page.

## When to use it

- Look someone up before a call: "have we met before? how many times?"
- Build a list to export into a CRM or an email tool.
- Add a prospect manually so they're in the system before the first meeting.
- Tag and segment the people who book with you.

## Common pitfalls

- **Duplicate-looking contacts.** A lead is keyed on email, so if someone books once with
  a work address and once with a personal one, they'll appear twice. Be consistent, or
  merge by exporting and tidying.
- **"I deleted a lead but the meetings are still there."** Removing a contact doesn't
  delete their past [bookings](/help/workspace/meetings); those stay in the Meetings
  list and the [analytics](/help/workspace/analytics).
- **Phone is blank.** It's only filled if the [booking form](/help/event-types/booking-questions)
  asked for a phone number and the invitee provided one.
- **Not a full CRM.** Leads is a lightweight contact list, not a sales pipeline. If you
  need stages and deals, push the data to a real CRM (e.g. via the
  [Pipedrive integration](/help/integrations/pipedrive)) or export the CSV.