AgAI Labs' lead-source log records each inquiry's date, source, campaign, first contact and next step, with the name optional. Entries stay in this browser's local storage. Download a CSV when you want a copy. Write the source the buyer gives you. Leave a detail blank rather than guess it.
How do you keep a useful source record?
- Enter the date and the source the buyer reported. Skip the name unless you need it.
- Add the campaign if you know it. Note how the first contact happened and the next step you owe.
- Add the entry. Download a CSV when you want a copy outside this browser.
- Remove a wrong entry and add it again. Clear the log when you are done with it.
What should stay out of a browser log?
Keep sensitive buyer information out. Names are optional, and the tool sends no entries to AgAI Labs. Entries sit unencrypted in this browser profile's local storage for this site. Anyone who uses this profile, and any script on this site, can read them. Clearing browser data, private browsing or storage limits can remove entries. Download a CSV before you clear anything.
What did the buyer tell you about this inquiry?
What is in the log?
Checking local storage.
The log is empty.
| Date | Name | Source | Campaign | First contact | Next step | Action |
|---|
Clear every entry in this browser's log? Download a CSV first if you want a copy. This also clears any unreadable saved data.
Every CSV field is quoted. A value a spreadsheet could read as a formula gets a leading apostrophe. Check the file before you import it.
The builder lead tracking guide gives you a fixed source vocabulary. The builder CRM guide covers what to settle before a working log moves into a shared system.
How is the log stored?
Does this tool send buyer details to AgAI Labs?
The lead-source log sends nothing. Entries go to local storage for this site in this browser profile. A downloaded CSV stays wherever you save it.
Can I open the same log on another device?
The lead-source log does not sync between devices or browser profiles. Download a CSV to carry a copy. The tool does not import CSV files or connect to a CRM.
What happens if browser storage is unavailable?
The lead-source log reports the storage problem and keeps new entries in the open page only. Download a CSV before you reload or leave. The tool never overwrites a saved log it could not read.
Does clearing the log delete my CSV downloads?
Clearing the lead-source log removes this tool's saved entries from the current browser profile. Downloaded files are separate. Delete them yourself when you no longer need them.
Book a process session to look at how your team records and follows up on inquiries.