Move this lead to the Cold Calling CRM? It will leave Private Leads (full history is kept) and the cold team will re-engage it. It returns here automatically if it qualifies again.

Move this lead into the HDB CRM? It will leave Private Leads (full history is kept and still visible in the lead's journey) and start following the HDB workflow. You can switch it back anytime.

Enter the client’s serial number. We’ll look it up in the Incoming Leads registry and let you add them to the Private CRM.

This lead (serial #—) will be deleted and hidden from every CRM. You can delete it directly, or first merge its activity log into another serial number so the notes are kept.

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Paste the Google Drive folder link for this client. Only the stored link changes — nothing is created or deleted in Drive. Leave blank to clear the link.