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

# Leads and orders

> Track captured leads and order data inside the BoundBot workspace.

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The **Sales** area gives you a lightweight place to monitor demand signals coming out of conversations.

## Leads

The <a href="https://www.boundbot.com/dashboard/sales/leads" target="_blank" rel="noopener noreferrer"><b>Leads</b></a> page shows captured lead records from your <a href="/automation/actions">automation actions</a>, <a href="/automation/workflows">workflows</a>, and conversation experiences.

Use it to:

* review who expressed interest
* confirm capture quality
* hand leads off to your sales process

Lead capture is available on paid plans. Lead tags unlock on higher tiers.

<BrowserWrapper src="../images/add-leads-dashboard.png" alt="Leads dashboard showing captured lead records from actions and workflows." caption="The Leads dashboard centralizes all contact information captured during bot interactions." />

### Lead details

Drill into a lead to see **specific user attributes** (e.g. email, name, company) and **capture timestamps** so you know when the lead was captured and which action or workflow produced it. Use the detail view to qualify leads before handing them to sales or CRM.

<BrowserWrapper src="../images/lead-details.png" alt="Lead details view showing user attributes and capture timestamps." caption="Lead detail view: user attributes and capture timestamps for each captured lead." />

## Orders

The <a href="https://www.boundbot.com/dashboard/sales/orders" target="_blank" rel="noopener noreferrer"><b>Orders</b></a> page gives you a workspace-level view of stored order records. This is useful when you want the team to reference order information alongside <a href="/guides/inbox">support or sales conversations</a>.

<BrowserWrapper src="../images/add-orders-dashboard.png" alt="Orders dashboard showing stored order records and purchase signals." caption="The Orders overview tracks product demand and purchase signals from your customers." />

## Recommended setup

The sales area becomes more useful when you combine it with:

* product catalog data
* <a href="/automation/actions">lead capture actions</a>
* <a href="/automation/workflows">workflows</a> for qualification and routing
* <a href="/guides/inbox">inbox follow-up</a>

<Tip>
  If you want better lead quality, do not start with a long form. Start with a short capture flow in <a href="/automation/actions">Actions</a> or <a href="/automation/workflows">Workflows</a>, then expand only if the extra fields are actually useful.
</Tip>

## Related pages

<CardGroup cols={2}>
  <Card title="Products" icon="shopping-bag" href="/guides/products">
    Add structured product data that sales and order workflows can reference.
  </Card>

  <Card title="Inbox" icon="inbox" href="/guides/inbox">
    Follow up on high-intent conversations after a lead or order signal appears.
  </Card>

  <Card title="Overview dashboard" icon="layout-dashboard" href="/guides/overview-dashboard">
    Watch demand trends and stale follow-up signals before you drill into records.
  </Card>

  <Card title="Plans and limits" icon="badge-dollar-sign" href="/reference/plans-and-limits">
    Check which lead, tag, and analytics features are available on your plan.
  </Card>
</CardGroup>
