Who’s dropping leads?

You are paying for leads. Someone on your team is supposed to call them. Some of those leads are going nowhere. Here's how to figure out who is responsible and how much it is costing you.

6 min read

The short answer

Who is dropping leads? Filter your CRM for assigned leads with no activity in the last 7 days. Group by owner. The person with the most stale leads is your biggest source of wasted opportunities. This is not about blame. It is about finding a fixable problem that is costing you money.


Dropped leads are revenue you already paid for and then threw away

You spent $150 per lead through Google Ads. 28 leads came in this month. 8 of them were assigned to team members who never made a single call. That is $1,200 in ad spend that produced zero revenue, not because the ads failed, but because the follow-up failed.

Dropped leads are especially costly because they are invisible. The pipeline still looks busy. Total lead count is fine. But buried inside that count are leads that nobody is working. They sit in the CRM for weeks, then quietly move to “Lost” or just age out. Nobody notices because nobody is looking.


How to find dropped leads and who owns them

  1. 1
    Filter for assigned leads with no recent activity

    In HubSpot, go to Contacts, filter by Contact owner is any of your team, AND Last activity date is more than 7 days ago (or blank), AND Lifecycle stage is Lead or Opportunity. In Salesforce, filter Leads/Opportunities by owner and last activity date.

  2. 2
    Group by owner and count

    Sort or group the filtered list by Contact Owner. Count how many stale leads each person has. This is your dropped lead leaderboard.

  3. 3
    Calculate the dollar value at risk

    Multiply the number of dropped leads by your average cost per lead and your average customer value. If each lead cost $150 and your average customer is worth $8,500, each dropped lead represents $150 in wasted spend plus up to $8,500 in potential lost revenue.

  4. 4
    Investigate the pattern

    Is it one person with too many leads? Is it leads from a specific source? Is it leads that come in after hours? The pattern tells you whether the fix is reassignment, better routing, or a conversation about expectations.

Total time: about 15 minutes. The filter setup takes a few minutes. The hard part is having the conversation afterward.


Check for dropped leads weekly to prevent waste

A monthly audit catches the problem after 4 weeks of waste. A weekly check catches it after 1 week. Set a recurring 15-minute review every Monday. Filter, count, redistribute or escalate. The habit saves more money than most marketing optimizations.


Or get a dropped lead report automatically every month

Bottomline connects to your CRM and flags every lead that has been assigned but not worked. Your monthly report shows who is dropping leads, how many, and the estimated cost of inaction.

Dropped leads by team member
Jake T.5 leads$750 ad spend wasted
Unassigned3 leads$450 ad spend wasted
Sarah M.0 leads$0 wasted
Mike R.0 leads$0 wasted
From a real Bottomline report. Dropped lead data from your CRM, cost data from your accounting software.

When the cost of dropping leads is visible in dollars, behavior changes. Your team sees exactly how much money walks out the door when a lead does not get a callback.

Get your answer. Every month, automatically.

Connect your accounts in 5 minutes. Your first report arrives within 24 hours.

Works with QuickBooks, Stripe, HubSpot, Google Ads, and more
© 2026 Bottomline