Where: Leads in the left menu · Who: Setter, Merchant, Manager
The merchant decides which setter owns a lead. If a lead you are working is not showing up for you, ask them to assign it, because assignment is what decides where credit lands.
Leads that arrive through a connected Typeform come in with a source already attached, so you can tell paid traffic from referrals without tagging anything yourself.
Leads and payment links
When a closer creates the payment link for a deal, they can attach the lead to it. That is what ties the sale back to you, so a lead that exists in the list before the link is created is worth more than one added afterwards. 