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  • A question about leads

    I'm blown away by EspoCRM it's incredible!

    I need a bit of help understanding how leads work.

    When a lead is converted, surely it should disappear from the leads list right? Yet after conversion the lead still remains in the leads list.

    I'm getting the impression that a converted lead seems to create an entirely new record rather than flag the existing one as "no longer a lead"

    I'd love some input/advice on this.

    Thank you.

    G

  • #2
    Hi there,
    This is how the system works. If you don't want to see 'converted' or 'dead' Lead in the list, you can utilize a standard filter to hide it (see screenshot).
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    • #3
      Thank you, that's what I did in the end. :-)

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