How to track, move, and close capture leads through the app
View the leads in each capture stage, move them to the next one, turn them into deals, or mark them as lost.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
On this page
Capture shows who came in through forms, ads, or manual entry, organized into stages like New Lead, Engaged, and Hot. From there, the lead becomes a deal in the sales funnel, or goes out as lost.
Step by step
- Step 1:
On the Sales tab, open Capture. At the top, you'll see how many Leads in progress and how many became customers; below, the stages with the number of leads in each.
- Step 2:
Tap a lead to open it. To change its stage directly from the list, press and hold the lead.
- Step 3:
On the lead's screen, you'll see the source, the stage, and the Funnel path. Tap Move to advance to the next stage.
- Step 4:
Choose the stage under Move to…. The last stage counts as a win.
- Step 5:
When the lead is ready to buy, tap Turn into deal: it enters the sales funnel. If they gave up, tap More actions and then Mark as lost.
How to know it worked
The lead shows up in the new stage. When turned into a deal, it moves to the Sales funnel; when lost, it leaves Capture.
If something goes wrong
A lead doesn't show up.
Capture shows active leads. Won and lost leads leave the list.
Next step
Share a capture form through the app.
Sign in with your Cognizy account to save your progress.
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