# Leads CRM

> Everyone who writes to you becomes a contact, scored automatically by purchase intent. Filter, search and act on them.

- Source: https://support.unifunl.io/en/help/leads-automations/leads-crm
- Category: Leads & automations (`leads-automations`)
- Language: en
- Updated: 2026-08-25

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The Leads space is your CRM. Everyone who writes to you becomes a contact, scored automatically according to their purchase intent.

![The Leads tab: the counters at the top give the total, the new, the warm, the hot and the conversion rate.](https://support.unifunl.io/help/screenshots/09-leads.png)

## Filter and act

The views on the left filter by status. Search accepts a name, email, phone number or company.

Two further filters are worth knowing: **All Sources**, which filters by the channel the contact came from, and **Phone collected**, which isolates the contacts you can actually call. The **PHONE COLLECTED** column shows the date the number was captured, or an em dash when it was not, and the **phone-collected** sub-label appears under the contact's name. **View conversation** on each row takes you straight back to the exchange.

![The leads list: the PHONE COLLECTED column gives the capture date, and the phone-collected label appears under the name.](https://support.unifunl.io/help/screenshots/59-leads-phone-collected-column.jpg)

> **The habit that pays** — filter on **Hot** every morning. Those are the contacts one step away from buying, and a personal message from you, or a [targeted campaign](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns), has the best return there.

## Lead analytics

![Lead Analytics: funnel, sources and average conversion time.](https://support.unifunl.io/help/screenshots/34-lead-analytics.jpg)

The **Stats** link opens the analytics: total leads, conversion rate from New to Converted, average conversion time, total revenue, the breakdown by status and by source, and acquisition and conversion over time. A PDF export is available.

## Phone collection

![The Phone collection panel: three counters, then collection day by day with the running total.](https://support.unifunl.io/help/screenshots/58-lead-analytics-phone-collection.jpg)

The **Phone collection** panel tells you whether conversations are becoming call opportunities:

- **Phones collected** counts the contacts who gave a number during the selected period.
- **Collection rate** shows the share of contacts over that period who gave one.
- **Converted from collected** shows how many of those contacts later placed an order, with the percentage alongside it.

Conversations are not the only source. A [comment rule](https://support.unifunl.io/en/help/leads-automations/comment-replies) with **Save phone numbers left in comments** switched on writes the number straight onto the lead with the same **phone-collected** tag, filed under the post it came from — so these totals can move without a single new chat.

The daily stacked bars split each day into **Converted** and **Not converted yet**. The **Cumulative** line shows the running total. Turn **Include converted clients** on or off to add or remove already-converted contacts from the calculation. Leads whose number was collected before collection dates were recorded are included in the totals but do not appear in the daily bars.

## FAQ and troubleshooting

### Do I have to move leads through the lifecycle by hand?

Almost never. The status updates automatically as the conversation develops. The one exception is the final step to **Customer**, which is deliberately manual — see [Lead scoring](https://support.unifunl.io/en/help/leads-automations/lead-scoring).

### A contact has no phone number

Use the **Phone collected** filter to separate contacts you can reach from those you cannot, then see the [Phone collection section](https://support.unifunl.io/en/help/leads-automations/leads-crm) for the capture totals and rate. Whether a number is captured depends on the channel and on what the customer shared.

### How do I know if my agent is asking for the number?

Check the **Collection rate** in the [Phone collection section](https://support.unifunl.io/en/help/leads-automations/leads-crm). It shows the share of contacts who gave a number during the selected period. To make the request explicit, add the instruction in [Agent behavior](https://support.unifunl.io/en/help/ai-center/agent-behavior).

### Where do the leads come from?

Every conversation, on every connected channel. Connect more channels and the CRM fills from more places — see [Messaging channels](https://support.unifunl.io/en/help/channels-integrations/messaging-channels).

## What's next?

Understand what each status means and how the agent assigns it.

[Lead scoring](https://support.unifunl.io/en/help/leads-automations/lead-scoring)

## Related articles

- [Lead scoring](https://support.unifunl.io/en/help/leads-automations/lead-scoring.md): New, Warm, Hot, Converted and Customer — what each status means, how the agent assigns it, and the one step you set yourself.
- [Follow-ups](https://support.unifunl.io/en/help/leads-automations/follow-ups.md): Automatically message a customer who went quiet — three content strategies, a silence delay, and guardrails that stop it becoming spam.
- [Comment replies](https://support.unifunl.io/en/help/leads-automations/comment-replies.md): Answer comments on your posts, reels and ads automatically — publicly, in a DM or both — and keep the phone numbers people leave.
- [WhatsApp campaigns](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns.md): Broadcast an offer to the leads most likely to buy — the four-step wizard, the three campaign types, audience scoring and how to read the results.
