# Leads

> What a lead is, how visitors become leads, what each status means and how the Leads screen is laid out.

What a lead is, how visitors become leads, what each status means and how the Leads screen is laid out.

A lead is a visitor who left their contact details in your widget so you can get back to them. Every lead lands on the Leads screen — with their name, email or phone number, what they wanted, and a link to the chat they came from. It is a simple customer list: you work through it, mark each lead's progress, and Konvuno keeps it until you delete it.

![The Leads screen: status filters, the search box and the list of leads](https://konvuno.com/help/shots/en/leads/screen.webp)

The Leads screen: status filters, the search box and the list of leads

## Where leads come from

Leads come from the [contact form](https://konvuno.com/help/visitors/contact-and-handoff#form) in the widget, titled Leave your details. A visitor reaches it in two ways:

- **When they need a person.** If a visitor asks to talk to someone, asks for a quote or a booking, or asks for something your knowledge does not cover, the assistant offers your direct contacts and the Leave your details button. See [Hand-offs](https://konvuno.com/help/conversations/reading-a-conversation#handoff).
- **When the chat is paused.** If the assistant cannot answer at the moment — for example because your plan's conversations for this period are used up — the widget [still offers the form](https://konvuno.com/help/visitors/when-the-assistant-cant-answer#paused), so you do not lose the customer.

The form always needs an email address or a phone number. You choose which fields it asks for, and the consent text visitors must tick, on the widget's Behavior tab — see [How visitors reach you](https://konvuno.com/help/widget/behavior#contact).

Leads are never created any other way: you cannot add one by hand, and forms sent from the widget preview's Test mode are not saved.

## The list

Each row is one lead, newest first:

- **Name** — the name they typed, or Anonymous if they left it empty.
- **Interest** — what they wrote in the form's message box. When they left it empty, the [summary of their conversation](https://konvuno.com/help/conversations/reading-a-conversation#summary) appears instead, once someone has opened it.
- **Source** — the website they sent the form from, such as `northwheel.example`.
- **Status** — how far you have got with them. See [Statuses](https://konvuno.com/help/leads#statuses).
- **Date** — the day they sent the form.

Click a row to open the lead and work with it — see [Work with a lead](https://konvuno.com/help/leads/working-a-lead). The number next to Leads in the sidebar is how many leads are still New.

## Statuses

| Status | Use it for |
| --- | --- |
| New | Every lead starts here. Nobody has replied yet. |
| Contacted | You have called or written back and are waiting for an answer. |
| Qualified | They are a real prospect — they need what you offer. |
| Won | The deal is done: they booked, bought or signed. |
| Lost | It went nowhere: they chose someone else, or stopped replying. |

Konvuno sets New when a lead arrives and never changes a status by itself after that — moving a lead along is up to you. See [Change the status](https://konvuno.com/help/leads/working-a-lead#status).

Note

The Overview screen counts every Won lead as Won, and never a Lost one — so marking lost leads Lost keeps that number honest, and keeps the lead in case they come back. See [When a lead counts as won](https://konvuno.com/help/overview/funnel-and-quality#won).

## Filter and search

- **The status buttons** above the list — All, New, Contacted, Qualified, Won and Lost — show only the leads with that status.
- **The search box** at the top right of the screen finds leads by name, email address, phone number, company, the message they wrote, the AI summary of their conversation, or a tag. It matches parts of words, so `bian` finds "Bianchi". A phone number is found however it is written: `064 123 4567` also finds `+381641234567`.

The count at the bottom of the list tells you how many leads match.

## How long leads are kept

Leads stay until you delete them. The conversation a lead came from is deleted automatically after 90 days — see [How long conversations are kept](https://konvuno.com/help/conversations#retention) — and from then on the lead no longer links to it. Everything the visitor typed into the form stays with the lead.

## Who can do what

Owners and members can do everything on this screen: read leads, change their status, add tags and notes, email them, export them and delete them.

How other businesses use it

- **A kitchen installer** moves every lead to Contacted the moment someone calls back, so the New list is always the list of people still waiting.
- **A veterinary clinic** uses Qualified for pet owners who asked for an appointment and Won once the visit is booked.
- **A SaaS company** treats Qualified as "demo booked" and reads the Won number on Overview as paying customers.
- **A hotel** searches `wedding` to find every enquiry about wedding packages before its monthly events meeting.

---

Canonical: https://konvuno.com/help/leads
Index: https://konvuno.com/llms.txt