Help CenterCRM & OperationsA lead is not visible in Leads

CRM & Operations · Troubleshooting

A lead is not visible in Leads

Use tenant, filters, stage, source, assignee, and qualification context before calling a lead missing.

Applicable plan: allLast verified: 2026-09-24
Prerequisites

Tenant access and the affected feature must be known.

Expected result

The lead appears within the selected tenant and filter scope, or the missing record is documented.

Symptoms

Use tenant, filters, stage, source, assignee, and qualification context before calling a lead missing.

  1. A filter hides the lead.
  2. The lead belongs to another tenant.
  3. Creation or persistence requires review.

Verified checks

  1. Confirm the affected workspace and feature.
  2. Record the visible state before changing a setting.

Expected result

The lead appears within the selected tenant and filter scope, or the missing record is documented.

  1. The lead appears within the selected tenant and filter scope, or the missing record is documented.

Support evidence

CRM records are tenant-scoped. Cross-tenant data, external integrations, and provider persistence issues require Support review.

  1. Tenant
  2. lead identity
  3. filters
  4. time
  5. source

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