Platform / Report / Lead timeline

Everything about one lead, in one place.

Open any lead to see where they came from, what they answered, every stage and every payment — and why each payment belongs to them.

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app.stelafy.com · Leads · Leo Fischer

LFLeo Fischer+1 415 555 0177 · leo@…Won

Sale total

$12,000

Collected

$8,400

Days to pay

Lead → first payment

Became a lead · Quote requestJul 30 · Lookalike 2% › US › Carousel

Answered 4 questionsBudget $10,000+ · start within a month

Contacted · then meetingJul 31 · meeting Aug 4

Won · total $12,000Aug 9 · sent to Meta once, with the total

3 payments · $9,000Aug 25 – Oct 25 · matched by phone

Partial refund · −$600Oct 28

Every step on one line, in orderWhy each payment belongs here — always shown

How it works

Step by step.

Where they came fromSource, campaign, ad, date.

What they told youForm answers.

What happenedStages in order.

What they paidWith the proof.

What you actually get

Lead timeline, in detail.

Where they came from

Lead date, source and the campaign › ad behind it.

CampaignSpring offer

Payments with proof

Sale total, collected, remaining — and how the payments were matched.

Matched byphone

Form answers

Your own questions, saved with the lead.

Budget$5,000+

Stage buttons

Move the lead forward without leaving the panel.

Wonasks for total

Timeline

Every step with its real date.

May 25Payment $1,200

Two leads? Said plainly

If a person has more than one lead, the panel says which one the payments went to.

2 leadsexplained

Works with

Connect what you already use.

Meta, your website and a CSV from any CRM today. Direct CRM and payment connections are next.

Meta Lead AdsSpend, leads, and results sent backAvailable

Website formSigned notification from your serverAvailable

CSV from any CRMLeads, deals and paymentsAvailable

HubSpot · Zoho · StripeDirect sync instead of a fileSoon

FAQ

Lead timeline, answered.

Book demo

Can analysts see this?

Yes, read-only.

Is anything health-related shown?

No. It is never stored, so it can't be shown.

Can I delete data?

Owners and admins can delete all leads, answers and payments from Settings.