Work With Leads

A lead is the central sales record in Convertly. It represents a prospect or active opportunity throughout the pipeline.

Find the right records

Open Leads to search and filter the organization pipeline. Available filters include combinations of date range, stage, source, owner, category, and other lead fields.

Leads access follows your role’s module permission and assigned or all-record visibility. Custom role names do not determine those rights.

Information on a lead

A lead can include:

Name, email, and phone
Stage, source, owner, value, and categories
Campaign and capture context
Notes and timeline events
Tasks and follow-ups
Custom fields
AI summary and score results

Available attribution controls and related integration management depend on current permissions. Integration configuration is reserved for workspace Admins.

Create a lead manually

Open Leads and select New Lead.
Enter the available contact details.
Select an approved lead source rather than typing a new variation.
Set stage, value, categories, and owner when known.
Save the lead, then record the next task or follow-up.

Assignment

Assignment changes should be intentional. Bulk assignment asks for confirmation and records the ownership change. The new owner receives an assignment summary according to the configured notification delivery.

Source and campaign context

Native forms and supported intake methods can preserve click IDs, UTM values, ad metadata, landing page, and referrer context. What is available depends on the source payload, tracking settings, and visitor consent.

Do not use custom fields as replacements for built-in Source, Stage, Owner, Value, or advertising fields.

Delete safely

Deleting a lead moves it to Trash first. Trash is excluded from the normal pipeline and analytics. See Lead Trash and recovery.