# Leads

Visitors who engage with the chat widget to ask questions are considered Potential Customers (Leads). All leads are displayed within the "Leads" section. The leads are assimilated from all applicable channels, such as CleanDesk chat widget, Whatsapp and social media such as FB Messenger, Instagram and so on. To view channel specific leads, simply click on the Filter icon and click on the specific channel.

* Info Tab: This tab shows visitors who shared their contact information (name, email, phone number).
* No Info Tab: This tab displays visitors who did not provide any contact details.

Adding Leads Manually:

1. Click the **New Lead** button.
2. Fill out the required information in the form.
3. Click the **Create** button to add the new lead to the system.

The leads may be viewed in a chat or table format - use the 4-box icon on the top to switch between these 2 views.

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cleandesk.ai/customer-relationship-management-crm/leads.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
