My Leads

Overview

My Leads provides a focused, distraction-free workspace for sales and marketing professionals to manage the potential customers they are personally responsible for.

Instead of searching through the entire organization's database, the My Leads view automatically filters out the noise. It displays only the leads assigned to you, allowing you to easily track your pipeline, update statuses, record interactions, and ultimately convert them into customers.

What Is a Lead?

In Optima Orbit, a Lead represents a potential person or organization that has shown interest in your products or services, but hasn't yet been qualified as a formal Contact, Account, or Deal.

Leads can originate from many sources, including:

• Manual data entry by a team member
• Submissions from Marketing Forms
• Import from a CSV file
• API integrations from external campaigns

Why My Leads Exists

Imagine the following scenario:

You are a sales representative starting your day. The organization's database contains thousands of leads generated by marketing campaigns, web forms, and other salespeople. Finding the ten leads you need to call today would be incredibly time-consuming if you had to manually search for them every time.

By opening My Leads, Optima Orbit instantly queries the database for records where you are the assigned owner. You can immediately begin reviewing details, logging calls, and updating statuses without seeing your coworkers' data.

How to Access My Leads

You can access your focused leads view through the main navigation:

1. Click on your User Profile / Avatar in the top right corner.
2. Select My Leads from the dropdown menu.

This link navigates directly to /org/marketing/leads?tab=list&my_leads=true, automatically applying the "My Leads" filter to the main List view.

My Leads vs All Leads

Feature	My Leads	All Leads
Purpose	Focused daily workspace for individual contributors.	Managerial overview or organizational search.
Visibility	Shows only leads where you are the Owner.	Shows all leads in the project (subject to your permissions).
URL Parameter	Uses my_leads=true	Does not use the filter parameter.

What Makes a Lead "Mine"?

When you load the My Leads page, Optima Orbit sends a strict filter to the server. A lead will only appear in this view if:

1. You are the Owner: Your user profile matches the lead's owner_id.
2. You are the Assignee: In some configurations, being the designated assigned_to user also qualifies the lead as yours.

If a lead is reassigned to another team member, it will immediately disappear from your My Leads view and appear in theirs.

Understanding the Lead List (List View)

The default view for My Leads is a data-rich List (tab=list). This table provides a high-level overview of your pipeline.

Important Columns

Column	Meaning	Why It Matters
Lead Name & Details	The person's full name.	The primary identifier for the individual.
Company	The organization they represent.	Crucial for B2B sales context.
Lifecycle Stage	Where they are in the marketing journey.	Indicates how "warm" or "cold" the lead is.
Status	Their specific state in the pipeline (e.g., New, Contacted).	Tells you what action needs to happen next.
Source	How the lead was captured.	Helps measure campaign effectiveness.
Score / Grade	AI or rule-based quality metrics.	Helps you prioritize who to call first.

You can customize which columns appear using the Column Selector (the layout grid icon).

Search and Filters

Above the list, you will find powerful tools to refine your view:

• Search Bar: Quickly find a lead by typing their name, company, email, or phone number.
• Source Filter: Show only leads from a specific origin (e.g., "Web Form", "Cold Call").
• Status Filter: Focus only on leads in a specific state (e.g., "Needs Follow-up").
• Lifecycle Filter: Filter by broader marketing stages.

Creating a Lead

If you capture a lead manually (e.g., meeting someone at a conference), you can add them directly into Optima Orbit.

1. Click the New Lead (Plus icon) button.
2. A drawer will open containing the Create Lead form.
3. Fill out the required and relevant fields.
4. Click Save.

Lead Fields Explained

Field	Required?	What to Enter	Why It Is Needed
Full Name	Yes	The lead's complete name.	The primary record identifier.
Email / Phone	No*	Contact information.	Essential for following up (*highly recommended).
Pipeline & Status	Yes	The workflow and current state.	Determines where the lead sits in your sales process.
Owner	Yes	The user responsible for the lead.	Assigning this to yourself ensures it appears in My Leads.

Working with a Lead (Lead Details)

Clicking on any lead in the list opens the Lead Details page. This is your command center for interacting with the prospect.

Changing Lead Status

As you interact with a lead, you must update their status to reflect progress. Statuses are defined by your organization's Pipeline (e.g., New → Attempted Contact → Connected → Qualified).

To change a status:

1. Open the Lead Details page.
2. Locate the Status field or the visual pipeline tracker.
3. Select the new status. The change saves automatically.

Activities and Notes

The Lead Details page contains dedicated tabs for tracking your interactions:

• Activities: Use this to log structured interactions like phone calls, emails, or meetings. You can record the duration, outcome, and timestamps.
• Notes: Use this for unstructured observations, background research, or reminders. Notes can be pinned to the top of the timeline for high visibility.

Converting a Lead

When a lead is successfully qualified—meaning they have genuine buying intent and budget—they are no longer just a "Lead". They must be Converted.

Converting a lead is a major milestone. It transforms the single lead record into permanent CRM records.

How to Convert

1. Open the Lead Details page.
2. Click the Convert action button.
3. A modal will appear asking you to confirm the conversion details.
4. Click Convert Lead.

What Happens After Conversion?

Optima Orbit takes the lead's data and automatically creates:

• A formal Contact record for the individual.
• An Account record for their company.
• (Optionally) A Deal / Opportunity to track the potential revenue.

Important: Once a lead is converted, it is considered "closed" and is generally removed from your active My Leads view, as you will now manage them via the Accounts and Deals modules.

A Simple Daily My Leads Workflow

1. Start your day: Open My Leads from the profile menu.
2. Prioritize: Sort the list by Score or filter by the New status to see who needs immediate attention.
3. Review: Click on a lead to open their details. Read past Notes to refresh your memory.
4. Interact: Call or email the prospect.
5. Log: Immediately add an Activity logging the outcome of the call.
6. Update: Change the lead's Status (e.g., from New to Contacted).
7. Repeat: Return to the list and move to the next prospect.

Troubleshooting

Problem	Likely Cause	What To Do
I cannot see My Leads in the menu.	You lack the mkt.leads.view permission.	Contact your administrator.
A lead I created isn't in My Leads.	You assigned it to someone else during creation.	The lead belongs to the assigned owner. Ask them to reassign it back if it was a mistake.
A lead disappeared from my list.	The lead was converted or reassigned.	Check the converted Contacts, or ask your manager if they reassigned the lead.
I can't change the status.	The lead might be locked or converted.	Check if the lead is already marked as Converted or Dead.

Technical Reference

Route: /org/marketing/leads

Query Parameters:

• tab=list: Instructs the frontend to render the LeadsPage.tsx table view instead of the Kanban or Queue views.
• my_leads=true: Instructs the frontend state to activate the "Only My Leads" filter.

How the My Leads Filter Works: When my_leads=true is present, the frontend LeadsPage.tsx component extracts it and passes only_my_leads: true to the leadService.listLeads() hook. This sends a GET request to the backend: GET /org/marketing/leads?only_my_leads=true The Optima Orbit backend intercepts this parameter and dynamically filters the database query so it only returns records where the owner_id (or assignment logic) matches the user_id of the user who made the API request. The frontend does not filter the leads; it relies entirely on the server's authoritative response.

Primary Components:

• LeadsPage.tsx: The main container managing tabs, filters, and data fetching.
• LeadDetailsPage.tsx: The detailed view for a single lead, handling inline edits and tabbed child components.
• LeadDrawer.tsx: The slide-out form used for creating and quickly editing leads.
• ConvertLeadModal: Handles the mutation to convert a lead into a Contact/Account.

Permissions:

• Accessing the module requires mkt.leads.view.

Key API Endpoints:

• GET /org/marketing/leads: Fetches the list (accepts only_my_leads flag).
• POST /org/marketing/leads: Creates a new lead.
• PATCH /org/marketing/leads/:id/assign: Reassigns ownership.
• POST /org/marketing/leads/:id/convert: Executes the conversion engine.
• POST /org/marketing/leads/:id/activities: Logs a new activity.

Related Features

• My Delegation
• My Work

Leads you own. Note `my_leads=true` in the address — this is the Pulse leads list with a filter applied, not a separate screen.