Qualifying Your Leads

Lead qualification is the bread and butter of Octanist. Understanding how it works is crucial. In this article, we explain how you can qualify your leads with Octanist. This is essential for assigning value to your leads and linking them back to your campaigns.

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Table of Contents

1. Getting Leads in Octanist – Incoming Integrations
2. Sending Lead Value to Campaigns – Outgoing Integrations
3. Qualifying Your Leads
4. Lead Actions
5. Expired Leads

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1. Getting Leads in Octanist – Incoming Integrations

To qualify leads, they first need to exist in Octanist. There are different ways to bring in leads. Please refer to our Incoming Integrations guide to set this up. If you’re having trouble, feel free to reach out to support@octanist.com — we’re here to help.

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2. Sending Lead Value to Campaigns – Outgoing Integrations

Before you begin qualifying leads, we recommend setting up your Outgoing Integrations first. Some platforms, such as Meta and Google Analytics, do not support backdating data. This means that if you qualify leads before setting up the integration, those conversions will not be sent to the platform. Set up your outgoing connections in our Outgoing Integrations section.

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3. Qualifying Your Leads

Once your Incoming and Outgoing Integrations are configured and your leads are visible in Octanist, you’re ready to start qualifying them.

1. Go to Leads in Octanist.
2. Select a lead you want to qualify.

If the person or company has converted — for example, they purchased a product — enter the value of that conversion (e.g., 10000).

You can manage and edit conversion names in Settings > Conversions.

⚠️ This name must exactly match the one used in your ad platform (e.g., Google Ads), so make it clear and consistent.

Once all fields are filled out, press Winner.
This sends the conversion value and name to the ad platforms linked in your Outgoing Integrations. The lead will now move to the Won category. If the lead did not convert, press Loser.
These leads will be moved to the Lost category. You can also select Qualified Lead.
This is useful for leads that haven’t converted yet but are relevant to your business. These leads:

• Show buying intent or interest.
• Can be sent to ad platforms to help optimise your targeting.
• Help signal that your ads are generating quality leads, even if they haven’t purchased yet.
• Can have a prospected lead value assigned to them — for example, the expected value if the lead becomes a client.

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4. Lead Actions

Once you click on a lead, you’ll also find additional actions:

• Details: View lead metadata such as:
  • When the lead came in
  • Through which channel
  • On which URL it originated
  • The conversion goal it will be attributed to
  • Delete: You can delete leads, though it’s not recommended. Only delete test leads or duplicates. Keeping all real leads (even unqualified ones) helps improve campaign targeting and enhances the insights in your Octanist Dashboard.
  
• Attribution: Shows through which channel a lead came in, which Click ID was present, their consent status, and UTM parameters (if passed through the Octanist GTM Template).
  
• History: Shows the history of a lead — e.g., when it was marked as qualified, won, or lost, and when Octanist attempted to sync it back to ad platforms.
  
• Note: Add internal notes to track communication or follow-ups (e.g., “Called the lead, they’ll respond in 2 weeks”).
  

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5. Expired Leads

Under the Expired tab in the Leads section, you’ll find leads that haven’t been qualified within 90 days. Why this matters:

• For many ad platforms (e.g., Google Ads), click or conversion tracking expires after 90 days.
• After that, Octanist can no longer attribute a conversion to a campaign.

These leads become obsolete — meaning the link between the click and the lead is lost.
To avoid this, make sure to qualify leads regularly and on time.