Help CenterCRM & OperationsReview Leads and Qualification

CRM & Operations · Guide

Review Leads and Qualification

Filter leads, review qualification signals, assign owners, change stage, and open linked conversations.

Applicable plan: Growth and aboveLast verified: 2026-09-23
Prerequisites

Tenant access and a saved lead.

Expected result

The lead detail shows available qualification, source, assignment, stage, and linked conversation evidence.

Filter the lead list

Use the verified filters for temperature, stage, source, or assignee.

  1. Open Leads.
  2. Apply a visible filter and open a lead.

Review and act

Review qualification signals before assigning or changing stage.

  1. Assign the lead or change stage only when authorized.
  2. Use request rescore only when the control is available.

Troubleshoot missing data

Provide the selected tenant, lead identifier, filters, and approximate time to Support.

Troubleshooting

Opening Leads does not rerun qualification and does not prove cross-tenant data access.

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