Q: Why can't I see a lead after it has been converted? A: This is expected behavior in Dazos CRM. When a lead is converted, it is removed from the Leads module list view and is no longer accessible by browsing or searching within the Leads module. This is by design — not an error or a data loss issue.
During conversion, the lead's data is transferred to the Account and Intake Opportunity created as part of the conversion process. Those records become the active records used for the rest of the intake workflow.
Q: How do I view a lead after it has been converted? A: The only supported way to access a converted lead record is through the Reports module. The Leads module list view will not show converted leads — do not attempt to find them there.
Navigate to the Reports module in Dazos CRM.
Open an existing leads report or create a new one.
Ensure the report is configured to include converted leads.
Run the report to view the converted lead record.
If you need to trace a converted lead back to its resulting Account or Intake Opportunity, use the report to locate the original lead data, then cross-reference using shared fields such as the contact's name or phone number.
Q: Why is a specific converted lead missing from my leads report? A: Even when a report is configured to include converted leads, a specific record may still be excluded if a report condition references a field that was left empty at the time of conversion.
For example, if your report has a filter condition that checks the value of a field — and that field was blank when the lead was converted — the report has no value to compare against, so the lead will not be returned in the results.
To troubleshoot a missing converted lead in a report:
Open the report and click Edit or Modify Report.
Review each filter condition listed.
Temporarily remove the conditions one at a time and re-run the report to identify which condition is excluding the record.
If removing a condition causes the missing lead to appear, that condition is the cause. The field it references was likely left empty during conversion.
Adjust the condition or the lead data as needed, then restore the filter.
⚠️ Note: A lead converted with an empty field will always be excluded from any report condition that requires a value in that field. Ensure important fields are completed before converting a lead to avoid this issue.
Q: Can I find a converted lead by searching in the Leads module? A: No. Converted leads do not appear in the Leads module list view or search, even though the underlying record still exists in the system. Attempting to locate a converted lead through the Leads module sidebar or list will not return results. Use the Reports module instead, as described above.