A lead that is bulk-imported, has no owner, and is still in New Lead is held out of the sales board. It lives in the Leads Manager backlog instead. A dismissable banner on the board tells an admin how many are waiting, with buttons to open the Leads Manager or set up distribution. Live intake leads are explicitly not backlog — they land in New Lead immediately.
Also called: I imported 3000 leads and my board exploded · bulk import flooded my pipeline · unrouted leads
- 1One shared predicate defines the hold, used by both the board filter and the Leads Manager's Unrouted lens so the two can never disagree
- 2Manual leads, assigned leads and anything past New Lead are untouched
- 3Column counts read from the filtered set, so header numbers match what is shown
- 4The banner count is derived from cards the board already holds, with no extra fetches, and dismissal lasts only for the session because a held backlog is a standing condition
An owner importing 3,200 leads from an old CRM watched the entire history land in New Lead at once, burying the handful of people who had actually just enquired. Bulk-imported leads with no owner now wait off the board until distribution or a person assigns them, and a banner says how many are waiting, so an owner who has distribution switched off is not staring at an empty board with no explanation. Leads arriving live from a form are explicitly not backlog — someone just asked to be contacted, so they land in New Lead immediately with no setup required.
- A migration burying live leads under years of history
- An empty-looking board with no explanation
- Two surfaces disagreeing about which leads are held
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
or keep browsing features →