---
title: Managing Leads
description: This article walks through creating, editing, assigning, tagging, and converting leads in HiveCRM.
url: "https://hiveplugins.com/docs/managing-leads/"
updated: "2026-09-27"
category: HiveCRM
---

# Managing Leads

This article walks through creating, editing, assigning, tagging, and converting leads in HiveCRM.

## Create a Lead

1. Go to **Hive CRM → Leads**.
2. Click **Add Lead**.
3. Fill in the lead's contact details, **Lead Level**, and **Lead Source**.
4. Click **Save**.

If you've configured a **Default Lead Level** and **Default Lead Source** under [Lead Settings](lead-settings.md), those values are pre-filled automatically when no value is specified.

## Edit a Lead

Open a lead from the List or Kanban view to see its full record, then click **Edit** to update its details.

## Move a Lead Through Qualification Stages

You can change a lead's level in two ways:

- From the **Kanban view**, drag the lead's card into a different Lead Level column.
- From the lead's detail page or the List view, edit the lead and change its **Lead Level** field.

## Assign a Lead to a Staff Member

Open the lead and set its assigned staff member so the right person on your team owns the follow-up. Staff assignment also drives notifications — see [Notifications Settings](notifications-settings.md).

## Tag a Lead

Leads support HiveCRM's universal tagging system. Add tags from the lead's detail page to group and filter leads across your CRM — see [Tags](tags.md).

## Convert a Lead to a Deal

When a lead is ready to move into active sales:

1. Open the lead's detail page.
2. Click **Convert to Deal**.

HiveCRM creates a new deal using the lead's contact information and marks the lead as converted. The lead record is preserved for history; converting does not delete it.

## Delete a Lead

Open the lead and click the delete action, then confirm. Deleted leads are moved to **Trash** and can be restored from there before being permanently removed.

## Related Documentation

- [Leads Overview](leads-overview.md)
- [Lead Settings](lead-settings.md)
- [Managing Deals](managing-deals.md)