Manage Inbox, export leads and understand retention

Find visitor submissions, export your leads and check how long they are kept.

Inbox groups the submissions you can access in the current workspace. Retention sets how long each lead remains available.

Use this guide when

You want to find visitor submissions, export your leads and check how long they are kept.

Before you start

Steps

Open Inbox and confirm the active workspace.
Use the available search and filters to find leads from the cards you can access. Open a lead to review its submitted details.
Use Export to download a CSV of the leads allowed by your current access and selected export options. Store downloaded contact details securely.
Check Plan in your Personal workspace for the account retention allowance. Free keeps leads for 30 days, Starter for 180 days, and Professional has unlimited retention.
Export records you need before they expire. Lite and custom accounts should use the allowance shown on their own plan.

Manage Inbox, export leads and understand retention in the Zapped editor — Fictional enquiries showing New, In progress, and Completed statuses in the Inbox.

Expired leads are removed automatically. Unlimited retention does not protect a lead from manual deletion. Exported files are your responsibility to store and remove securely.

Work through a lead

Open the Leads tab, then select a name to see contact details, the form name and qualification answers. Opening a lead marks it read. Read status records whether it has been opened; it is separate from its follow-up status.

Use New for a fresh enquiry, In progress while following up, Completed when the work is finished, and Closed when you do not plan to continue. Save the status after changing it. Private notes help you record the next action.

Reply opens your email app when the lead supplied an email address. It does not send a reply automatically or create a conversation inside Zapped. For a phone-only enquiry, use the submitted phone number.

Performance and source information

The Performance tab summarizes the leads and card activity available to your workspace. Its conversion comparison uses the last 30 days of leads and views, not the lifetime lead count divided by lifetime views. Missing or expired view data can limit what the comparison shows.

Source details, such as campaign tags and referrer, appear only when captured. A blank source does not mean the lead is invalid. Form answers are recorded with the submission, so later question edits do not rewrite old responses.

Retention and deletion

Free retains new leads for 30 days, Starter for 180 days, and Professional has unlimited retention. Check your own Plan page for Lite or custom allowances. Each lead keeps the retention policy assigned when it was received; changing plans does not retroactively extend older leads.

Export records you need before expiry. Automatically expired or manually deleted leads are not recovered by changing plans. Deleting a card does not give a teammate access to detached leads; the owner can still see retained records.

Good ways to use this

Export important records before their expiry.
Keep downloaded CSV files in a secure location.
Use filters to focus on the cards and submissions you need.

Common questions

Is CSV export a paid feature?

Inbox lead CSV export is available across plans. It is separate from generic CSV export settings elsewhere in the app. Workspace permissions and card access still apply.

What happens if the plan changes?

The plan in effect when a lead arrives determines its retention period. Changing plans affects new submissions; it does not rewrite the expiry of leads already received.

If something looks wrong

If Inbox is empty, clear filters and check the active workspace.
If a card or export is unavailable, ask the workspace owner to check your role and card access.

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