# Leads Stock

## Overview

**Lead Stock** contains leads that have been **withdrawn** from a salesman — either manually, automatically, or because they were unassigned. Think of it as a holding area for leads waiting to be redistributed.

![](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/embedded-image-eldyu4zw.png)

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## How Leads End Up in Lead Stock

A lead moves to Lead Stock when:

- It is **manually withdrawn** from a salesman by a manager.
- It is **automatically withdrawn** based on time rules configured in Sales Settings → Withdraw.
- It is **unassigned** from a salesman without being reassigned to someone else.

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## What You See in the Lead Stock List

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>Full name of the lead</td></tr><tr><td>**Mobile**</td><td>Contact number</td></tr><tr><td>**Created By**</td><td>Who originally created the lead</td></tr><tr><td>**Lead ID**</td><td>Marketing campaign ID</td></tr><tr><td>**Creation Date**</td><td>When the lead was first created</td></tr><tr><td>**Latest Sales Agent**</td><td>The last salesman this lead was assigned to</td></tr><tr><td>**Last State**</td><td>The state the lead was in before being withdrawn</td></tr><tr><td>**Un-Assignment Date**</td><td>When the lead was withdrawn</td></tr><tr><td>**Un-Assigned By**</td><td>Whether withdrawal was Manual or Automated</td></tr><tr><td>**Assign To**</td><td>Button to reassign the lead</td></tr><tr><td>**History**</td><td>Button to view the full interaction history of this lead</td></tr></tbody></table>

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## Lead Stock vs Leads Returned

There are two views within Lead Stock:

- **Leads Stock** — standard withdrawn/unassigned leads.
- **Leads Returned** — leads that were specifically withdrawn and are awaiting review. These show additional details including who the lead was withdrawn from and the last action taken. You can **Assign** them or **Ignore** them.

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## Available Filter Options

<table id="bkmrk-filter-description-l"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Lead Code**</td><td>A unique identifier for each lead, used for quick reference.</td></tr><tr><td>**Creator**</td><td>The user who originally created the lead.</td></tr><tr><td>**Country**</td><td>Filters leads based on phone number country code.</td></tr><tr><td>**Lead Origin**</td><td>Where the lead came from (e.g., Add New, Upload, Facebook).</td></tr><tr><td>**Stage**</td><td>Filters leads by their current reservation/sales stage.</td></tr><tr><td>**Un-Assignment Type**</td><td>Filters by how the lead was unassigned (manual or automated).</td></tr><tr><td>**Last Salesman**</td><td>The last salesman this lead was assigned to before withdrawal.</td></tr><tr><td>**Last State**</td><td>The state the lead was in before being withdrawn.</td></tr><tr><td>**Action By**</td><td>Filters by the user who last took action on the lead.</td></tr><tr><td>**Campaigns**</td><td>Filters leads linked to specific marketing campaigns.</td></tr><tr><td>**Sources**</td><td>Filters by lead source (e.g., WhatsApp, Facebook).</td></tr><tr><td>**Leads ID**</td><td>Filters based on specific marketing info / Lead ID.</td></tr><tr><td>**Lead Types**</td><td>Filters by lead type (e.g., Lead, Broker Lead, Broker Request, CIL).</td></tr><tr><td>**Branches**</td><td>Filters leads associated with specific company branches.</td></tr><tr><td>**Broker**</td><td>Filters leads linked to specific brokers.</td></tr><tr><td>**Broker Agents**</td><td>Filters by agents working under a broker.</td></tr><tr><td>**Projects**</td><td>Filters leads associated with specific projects.</td></tr><tr><td>**Broker Projects**</td><td>Filters leads linked to broker-specific projects.</td></tr><tr><td>**Tag**</td><td>Filters by tags or labels applied to the lead.</td></tr><tr><td>**Age**</td><td>Filters by age or age group, if collected.</td></tr><tr><td>**Purpose**</td><td>Filters by the lead's stated purpose.</td></tr><tr><td>**Segment**</td><td>Filters by market segment or demographic group.</td></tr><tr><td>**Gender**</td><td>Filters by gender, if collected.</td></tr><tr><td>**Contact Tools**</td><td>Filters by contact method used (e.g., phone, email, WhatsApp).</td></tr><tr><td>**Reply Option**</td><td>Filters by the lead's preferred reply method.</td></tr><tr><td>**Budget**</td><td>Filters by the lead's budget range.</td></tr><tr><td>**Date Request was created**</td><td>Filter by the date the lead was originally created (From / To).</td></tr><tr><td>**Un-Assignment Date**</td><td>Filter by the date the lead was withdrawn (From / To).</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/bVqimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/bVqimage.png)

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## Available Actions

- **Assignment** — reassign a lead to a salesman.
- **Export** — download the list.
- **Merge** — merge duplicate leads.
- **Sorting Method** — sort by different criteria.
- **History** — view full lead history before reassigning.

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## Key Things to Know

- Lead Stock is different from New Leads — these leads have already been in the system and were previously assigned.
- Always check the **Last State** and **History** before reassigning to understand why the lead was withdrawn.
- You can automate redistribution using **Rotation Settings** (see Sales Settings → Rotation).