Leads

Capture, qualify, and convert sales leads into contacts and deals.

Leads represent potential customers who haven't yet been qualified as sales opportunities. RevOrbit lets you capture leads, track their progress, and convert them into Contacts, Companies, and Deals with a single click.

Leads List

The Leads list gives you a complete view of all incoming prospects.

1
Navigate to Leads in the sidebar.
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Use the search bar to find leads by name, company, or email.
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Filter by status, source, or assigned user.
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Age badge — shows lead staleness at a glance (green <7d, yellow ≤30d, red >30d).
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Click column headers to sort by name, value, source, status, or created date.
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Click a lead row to open the lead detail modal.

Creating a Lead

Capture new leads as they come in from various sources.

1
Click the + New Lead button on the Leads page.
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Enter the lead's first name, last name, email, and phone.
3
Set the company, title, source (where the lead came from), and status.
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Optionally add an estimated value, currency, and expected close date.
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Assign the lead to a team member.
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Click Save.

Lead Detail Modal

The lead detail view provides full access to lead information and activity tracking.

Info Notes Tasks Files Interviews Email Activity
Info — Lead details — name, email, phone, company, title, source, status, value, expected close date, assigned user, and notes.
Notes — Add timestamped notes about interactions with this lead.
Tasks — Create tasks for lead follow-up activities.
Files — Upload documents related to this lead (25MB per file).
Interviews — Send qualifying interview invites to the prospect, view submitted responses, and pre-fill qualification when the lead becomes a deal. See Qualifying Interviews for the full workflow.
Email — View synced emails sent to or from this lead's email address (requires a connected Gmail or Outlook account on your profile). The Send Email button uses your OAuth account when available.
Activity — Audit log of all changes to this lead record, including emails sent to and received from the lead (one line item per email — open the Email tab to read the message itself). Email activity also drives the Last Activity column on the Leads list.

Qualifying a Lead

When a lead is ready to become an active opportunity, use the Qualify action to convert it into a Contact, Company, and Deal in one step.

1
Open the lead you want to qualify.
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Click the Qualify button.
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Review and adjust the pre-filled information for the new Contact, Company, and Deal.
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Fill in the bill-to address fields if needed.
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Click Qualify to complete the conversion.
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RevOrbit creates the Contact, Company, and Deal automatically and links them together.
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If the lead has any submitted Qualifying Interviews, those invites are re-linked to the new deal, and the deal's expected close date is derived from the prospect's target_timeline answer (e.g. 0–3 months → 90 days out, 6–12 months → 365 days). Without an interview the close date defaults to 30 days out.
After qualification, the original lead record is marked as qualified. The new deal appears in your pipeline and the contact is linked to the company.

Lead Sources

Track where your leads come from to measure the effectiveness of your marketing channels. Lead sources are customizable in Settings.

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Common sources include: Website, Referral, Cold Call, Trade Show, Social Media, Email Campaign.
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Go to Settings > Dropdowns to add or edit lead source options.

Public Lead Capture

RevOrbit offers two ways to capture leads from outside the CRM.

1
Lead-Capture URL (/l/{public_slug}) — A public, no-login interview form. Anyone who fills it out creates a Lead in your CRM. The Leads page shows a Lead Capture card at the top with each rep's personal capture URL — copy and share it on LinkedIn, in email signatures, or on a website. Append ?r={user_id} (already pre-filled in the copy button) to auto-assign captured leads to a specific rep, and the rep gets an in-app notification when someone submits.
2
Public lead-capture API — A JSON endpoint authenticated with an API key (not JWT) for server-to-server submission from your own website or forms. See the API docs at api-docs.revorbit.com for the request format.
Lead-Capture URLs are powered by the same Qualifying Interviews engine — the captured lead arrives in the CRM with all of the prospect's interview answers already attached. Public endpoints are token-gated and rate-limited (100 requests / 10 minutes per IP).

Frequently Asked Questions

A lead is an unqualified prospect — someone who has shown interest but hasn't been vetted yet. A contact is a qualified person you're actively doing business with. Use the Qualify action to convert leads into contacts.

Yes. Go to Settings → Data Import/Export, choose Leads as the record type, and upload a CSV. You can map columns and enable duplicate detection (matched by email address) before committing the import.

Related Articles

Qualifying Interviews

Send customer-facing questionnaires to qualify prospects, capture leads from a public URL, and seed product configurations from the answers.
Contacts

Manage individual people, their company associations, and communication history.
Companies

Track customer organizations, their billing details, and associated contacts and deals.
Deals & Pipeline

Track sales opportunities through customizable pipeline stages with drag-and-drop management, party slots, risk scoring, and configuration-driven quotes.
Dropdowns

Configure dropdown options used throughout RevOrbit