To view the list of leads that you’ve won, click on ‘Leads’ in the top menu bar and navigate to the ‘Won Leads’ tab. The listings can be filtered and sorted as required.


Tip - To find a lead quickly, use the search bar on the top of the page.


Won leads are those leads who you’ve had conversations with and successfully converted to customers.


The leads can be viewed based on the following filters at the top right corner -

1. Causes - cause of winning the lead

2. Deal value - the value of the deal won with the lead

3. Stages - the stage of the pipeline in which the lead was won.

4. Source Type - uploaded, online, or manually dialed from the browser.


To edit, delete, or change the status of any of these leads, click on the three dots at the end of each lead’s row.


To view your history of conversations with this particular lead, choose the ‘Details’ option after clicking on the three dots.

The ‘Task History’ pop-up shows details of each conversation you’ve had with this lead. A detailed explanation of this pop-up can be read here.

You can also view target leads, qualified leads, and lost leads by switching between the tabs on top.