Leads vs People

You've found someone on the Leads page and wondered why they aren't in People. Everyone you track starts on one of two lists. Leads are prospects you haven't qualified yet. People are the contacts you're working with. When you promote someone, they sit on both: in People, and still in Leads with a Converted at date. On Leads, Lead Scout adds its own columns: the dual score, the last signal, the source, and the agent that found them. Open Sofia, and it's an ordinary person record. Is Tracked is on and Qualified is off: that's all that makes her a lead. Her emails, notes, conversations and sequence history live on this record, so they move with her when she's promoted. Her company follows her too. While all of LumenPay's people are leads, it stays off the Companies page, but it still opens from her record. People land in Leads when an agent finds them, when you create them here, or through an agent's Import CSV. Everything else lands in People: the People page, calendar and email sync, workflows and the API. So a stranger who books a meeting shows up in People. And an agent's own list of leads is separate. Someone can be an agent's lead and already be in People.