# Leads, newsletter subscribers and recovery carts

> Keep people who are not customers yet as leads, follow them up, convert them to customers, and win back abandoned online carts.

Source: https://docs.smartposhub.com/customers/leads/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

**Leads** are people who are interested but have not bought yet. SmartPOS Hub keeps them in their own list so your customer lists, POS and reports stay clean, records everything they do on a timeline, and turns them into customers the moment they buy.

> **How to turn it on**
> 1. **Plan:** Leads are included in every plan.
> 2. **Switch:** Settings › Business Settings › Modules › Leads (on by default).
> 3. **Permission:** User Management › Roles: view leads (all or own), create, update, delete, convert, export; view and manage carts.

## Where leads come from

- **Website forms** and **newsletter sign-ups** on your online store.
- **Abandoned carts** online.
- **SmartPOS Shopper app:** a shopper who joins your store becomes a lead until their first purchase.
- **Staff:** **Contacts › Leads › Add lead**, or **Import**.
- Choosing **Lead** as the contact type in the add-contact form sends you to the Leads form with what you typed.

## Work your leads

![Leads page with KPI cards Open leads, New this month, Converted this month and Newsletter subscribers, status tabs, leads by source and the leads table](https://docs.smartposhub.com/_astro/leads-list.B9cD8bJ3.png) (web app page: `/leads`)

1. Open **Contacts › Leads**. The cards show **Open leads**, **New this month**, **Converted this month** and **Newsletter subscribers**; the tabs filter by status (**Open**, **New**, **Contacted**, **Qualified**, **Converted**, **Lost**, **All**).
2. Open a lead to see its **timeline**: forms, sign-ups, carts, notes, calls, e-mails, status changes.
3. Assign it to a team member, change the status and log your follow-ups.
4. Press **Convert to customer** (you only choose the customer group), or simply sell to them — the lead converts by itself.

**Tip:** At the counter, a Shopper-app member shows **My store card**. Scan it in the POS or the Business app and the lead becomes a customer as part of the sale.

## Newsletter subscribers

Any contact can be a newsletter subscriber (with the opt-in time and source). Subscribers can unsubscribe from every e-mail. Use **Newsletter subscribers** on the Leads page to list and export them. Marketing e-mails, including cart reminders, only go to subscribers.

## Recovery carts

**Contacts › Recovery carts** lists online carts: **open**, **abandoned** (idle 60 minutes by default), **recovered** (ordered after a reminder), **completed**, **lost** and **expired** (after 30 days). The page shows abandoned and recovered value and the recovery rate. Per cart you can copy the recovery link, send a reminder (with consent), mark it contacted or lost, or **Open in POS** to finish a phone order. Automatic reminders (up to 3) are off until you switch them on in **Leads › Settings**.

- [Leads module](https://docs.smartposhub.com/modules/leads/)
- [Shopper app for your store](https://docs.smartposhub.com/online/shopper-app-for-your-store/)

## Frequently asked questions

### What is a lead?

Someone who is not a paying customer yet - a website form, a newsletter sign-up, an abandoned cart, a shopper who joined your store in the SmartPOS Shopper app, or a person you added by hand.

### Why can't I find a lead in the POS?

Leads are kept apart from customers and do not show in customer lists, sales or the POS. Convert the lead, or sell to them with their store card, and they become a customer.

### How does a lead become a customer?

Press Convert to customer on the lead, or it happens automatically when the person places an order - at the POS, online, in the app or as a sales order. The contact keeps its history.

### Will I get duplicates?

No. Leads are matched by e-mail and mobile number. If the person is already a customer, the activity is logged on the customer instead of creating a lead.

### Are cart reminder e-mails sent automatically?

Only if you switch them on in the Leads settings. They are off by default and go only to people who agreed to receive marketing e-mails.

### Can a lead buy on credit?

After converting, they are an ordinary new customer. Set a credit limit on the customer if you allow credit.