View Your Transaction Leads

Once you've set up Transaction Tracking, you can view all completed purchases in the Lead Manager. Reviewing your Transaction leads helps you understand which marketing sources drive actual sales and calculate true ROI based on revenue, not just clicks or form fills.

View Transaction Leads in the Lead Manager

To view your Transaction leads:

  1. Access the Lead Manager
  2. You'll see the Lead Manager displaying all tracked leads across your profiles.
  3. Filter by lead type to view only Transaction submissions:
    • Locate the "Type" column.
    • Click the filter and select "Transaction".
  4. View Your Transaction Leads

  5. Click any lead row to open the Lead Details page and view the complete transaction information, customer data, and marketing source attribution.

Tip: You can view leads at the Master Account, Account, or Profile level. Make sure you select the correct level before opening the Lead Manager so you only see the leads for that level.

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