How to move leads and mark them as converted or lost
Move a lead's card to another funnel stage and record when they became a customer or gave up.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
Even with automatic rules, sometimes you need to move a card by hand, for example after a phone call. Marking it as converted or lost keeps the funnel's conversion rate accurate.
Where to find it in Cognizy
Step by step
- Step 1:
In , open the funnel. To move a contact, drag their card to the column for the new stage.
- Step 2:
For other options, click the three dots on the card (Card Actions).
- Step 3:
Choose Mark as converted when the contact becomes a customer, or Mark as lost when they give up.
- Step 4:
Check the numbers at the top of the board: the contact moves out of Active and into Converted, and the conversion rate is recalculated.
How to know it worked
The card appears in the new column, and the numbers at the top of the board (Active, Converted, and Lost) are updated.
If something goes wrong
I marked it as lost by mistake.
Open the card details and move the contact back to a funnel stage.
Next step
See each contact's history in Details.
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