Source: https://www.revvly.ai/docs/concepts/lead

CRM

# 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

This concept highlighted in context. Click a peer to navigate.

Related

Client

Pipeline

Lead

Related

Activity timeline

Subscription

- 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.

- **Title**: What the deal is

- **Organization**: An existing org, or a new Company created inline

- **Primary contact**: The person you deal with

- **Pipeline + stage**: Where it sits; the stage kind drives status

- **Status**: Open / Won / Lost (derived from the stage kind, not set directly)

- **Estimated value + currency**: Deal size, for the pipeline view

- **Expected close date**: When you expect it to land

- **Owner**: The rep working it

- **Source**: Manual / API / AI signal / Inbound email / Import / Referral

- **Converted subscription**: Set when a Won lead becomes a Client

## Example

Acme — Pro plan

Stage

Proposal (Open)

Value

$12,000 / yr

Owner

Dana R.