Managing Individual Leads

Managing Individual Leads

Bulk actions are ideal for managing thousands of records at once, but sometimes you need to zoom in on a single person: a repeat visitor who is spinning far too often, a lead you want to move down your pipeline, or one record you need to remove for a privacy request. The Leads table in Ultimate Spin Wheel gives every row its own set of controls. This guide covers exactly what those per-row controls do, based on how the plugin actually works.

The Row Action Controls

When you hover your mouse over a row in the Leads table, a small set of action buttons appears on the right. Each row also has an always-visible status dropdown and an expand arrow. Here is what each control does.

Copy Email or Phone (One Click)

Hover over a lead’s email or phone number and a small copy icon appears beside it. Click it to copy the clean value straight to your clipboard — no fiddly text selection, no accidental whitespace. A checkmark briefly confirms the copy. This is handy for pasting a winner’s email into your mail client to send a personal message.

Block IP / Device (Stopping Abuse)

If the same person is spinning repeatedly to farm coupons, hover over their row and click the Block button (the crossed-out icon in the action group).

1. The lead’s stored IP address and device ID are added to your blocklist under Settings → Security & Access Control (the “Blocked IP Addresses” and “Blocked Device IDs” lists).
2. The row is flagged with a red Blocked badge so you can see at a glance that action was taken.
3. That IP and device can no longer spin the wheel.

Use this carefully — make sure you are blocking a genuine abuser and not an enthusiastic customer. Blocking is reversible: see the FAQ below.

Move to Trash / Delete

The trash icon removes the record. Its behavior depends on which tab you are viewing — see “Deleting & Privacy Requests” below.

Changing a Lead’s Stage (Pipeline)

Every row has a status dropdown that lets you move a single lead through your follow-up pipeline. The available stages are:

• New — the default stage for every captured lead.
• Follow-up — someone you intend to contact.
• Purchased — a lead who converted.
• Archived — kept for records but out of your active view.
• Trash — the recycle bin (see below).

Pick a stage from the dropdown and the change saves immediately. Each stage change is recorded, and you can filter the Leads table by any stage using the tabs at the top.

Expanding a Row for Detail

Click the expand arrow at the end of a row to reveal a detail panel for that lead. Depending on the record and your plan, the panel can show the lead’s spin history (all spins made by the same email or phone), device and IP information, and a private notes area.

Internal Lead Notes (Pro)

The expanded panel includes a Lead Notes area for attaching private comments to a record — for example, “Issued replacement code manual-55 on Nov 12.” Notes are strictly internal: they are stored with the record and never shown on the front end or sent in any email. Editing and saving notes is a Pro feature — in the free plugin the notes area is visible but locked.

Deleting & Privacy Requests

When a visitor asks you to remove their data (the “right to be forgotten”), the plugin gives you a two-step delete so accidents are recoverable.

1. Move to Trash (soft delete): Click the trash icon on the row (or set the stage to Trash). The lead moves to the Trash tab and is hidden from your normal views, but it still exists in the database. From the Trash tab you can Restore a record back to New if you removed it by mistake.
2. Delete permanently (hard delete): Open the Trash tab and click the delete icon on the row. The record is removed from the database and cannot be recovered. This is the step that satisfies a strict data-deletion request.

Frequently Asked Questions

Can I edit a lead’s email, name, or the prize they won?

No. Lead records are not editable field-by-field. The name, email, phone, prize, and coupon code are stored as the historical record of what happened on that spin, so they cannot be changed after the fact. What you can change per row is the lead’s stage (New, Follow-up, Purchased, Archived, Trash) and, on Pro, its internal notes.

Do visitors ever see the notes I write?

No. Notes are strictly internal, stored with the record and never displayed on the front end or included in any email. They are for you and your team only. (Saving notes requires Pro.)

If I block a lead, can I unblock them later?

Yes. Blocking simply adds the IP address and device ID to the lists under Settings → Security & Access Control. To unblock, open that settings section, remove the entry from the “Blocked IP Addresses” or “Blocked Device IDs” list, and save.

Is there a “Resend Winner Email” action?

No. The free plugin does not resend a winner email from the Leads table. If a winner reports they never received their coupon, confirm the code from their row (it is shown in the Prize column) and share it with them directly, or check your site’s email delivery.

Related Documentation

• Leads Dashboard Overview: Learn how the Leads table, tabs, and filters are organized.
• Win Probabilities: Understand how winners and coupon codes are decided.

Conclusion

Per-row controls keep your lead database clean and your pipeline moving: copy contact details in one click, move leads through stages, block abusers by IP and device, and trash or permanently delete records for privacy requests. If you need help, visit the wowDevs support center.