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New Leads vs. Active Leads
New Leads vs. Active Leads
When do "New" leads move to "Active" leads?
Travis avatar
Written by Travis
Updated over a week ago

When a new lead is automatically added to your 17hats account via a 17hats Lead Capture Form or Email Lead Capture Rule, it is brought in under "New Leads" on your Dashboard:

And on your Leads tab:

Once certain actions are performed within 17hats, the lead will then move to "Active" and be removed from your Dashboard. 

We have listed these actions below, along with common actions that do not move the lead out of the "New" section.

Moves New Lead to Active Lead

  • Manually sent email

  • “Approve before sending” Workflow email

  • Automatically-sent Document via Workflow (only available in the Premier plan)

  • Manually move a lead from "New" to "Active" by clicking the X on the Dashboard next to their information:

Doesn't Move New Lead to Active Lead

  • Auto-replies

  • Email sent to lead from within email provider


As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

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