How to track SDR leads, take over a lead, or mark them as not a fit
See each lead the SDR handled, with source, status, score, and summary; take over the conversation whenever you want or remove anyone who is not a fit.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The SDR Leads tab shows the month’s numbers (time to first contact, who replied, qualified, and booked) and the list of leads with a summary of what the AI has already found out. From there, you can take over a lead or remove it from the SDR.
Where to find it in Cognizy
Before you start
- Have the SDR set up and turned on.
Step by step
- Step 1:
Open , tab Leads. At the top, Time to 1st contact, Replied, Qualified and Booked summarize the last 30 days.
- Step 2:
Use the filters to sort by Priority (open) or Most recent and to view a status (In conversation, Qualified, Not a fit…) or a source.
- Step 3:
Each row shows the lead, source, status, score (cold, warm, or hot), when it came in, the time to 1st contact, and the Summary of what the AI found out. Conversation opens the conversation with them.
- Step 4:
To talk to the lead yourself, click Actions and then Take over the lead: the AI leaves the conversation and it opens for you. To remove someone from the SDR who is not a fit, choose Mark as not a fit and confirm; the conversation goes back to normal service.
How to know it worked
When you take over, the conversation opens with you and the lead moves to With the team. When marked as not a fit, the lead leaves the SDR queue and appears in the Not a fit filter.
If something goes wrong
A lead appears as No contact.
The SDR couldn’t reach them: no phone number, no WhatsApp connected, or Meta template not approved. The reason appears in the row.
I don’t see the Actions button on a lead.
Closed leads and leads with no conversation have no actions.
Next step
Approve the messages, discounts, and contracts the AI requested.
Sign in with your Cognizy account to save your progress.
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