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Leads & Conversations

Edit a lead in the CRM

Set owner, deal value, currency, follow up, tags, lost reason and notes for a lead.

Last updated October 3, 2026

Overview

Select a card on the Pipeline and choose Lead details.

Select Save changes. Use Open conversation to jump to the Lead Inbox.

  • Stage: choose a stage. Once you set it yourself, automatic updates are off for that lead.
  • Owner: assign a team member.
  • Deal value and Currency: choose a currency before saving a value.
  • Next follow up: pick a date. Cards then show Follow up today, overdue or upcoming.
  • Tags: type a tag and press Enter.
  • Reason: explain why a lost lead went away.
  • Notes: write a private note and select Add note.
Use the Lead InboxFind conversations, read lead details and reply to customers.Reply yourself and pause the assistantSend a manual reply and understand when the assistant pauses.Add private notes to a leadKeep internal notes on a lead that only your team can see.