Lead
A deal in flight — one opportunity moving through a pipeline toward won or lost.
Overview
A Lead is a piece of business you're working — a trial that might convert, an inbound enquiry, a renewal you're chasing. It sits on a Pipeline at one Stage, carries an estimated value, expected close date, and an owner. Its status — Open, Won, or Lost — is driven by the kind of stage it's in, not set by hand: drag a lead into a Won-kind stage and it's Won. A Lead can point at an existing organization or spin up a brand-new Company in the same step. Only a Won lead can be converted, and converting it flips its organization to a Client (optionally linking the subscription that closed the deal). Leads the Revvly Assistant raises are flagged as AI-assisted and keep the rationale for why they were created.
How it connects
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- Sits on one Pipeline at one Stage
- Points at one Organization (Client or Company)
- Converting a Won lead turns its Organization into a Client
- Carries Notes, Documents, and Emails on its activity timeline
Key fields
What you’ll see when creating or editing a Lead.