Browse, Filter, and Map Your Leads

The Leads page is your home base for working your pipeline. Every lead lives here, and you can search, filter, and even see them on a map — so you can quickly zero in on the leads that matter right now.

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Pick a view

At the top of the page, a Table / Board / Insights switch changes how you look at your pipeline:

• Table — the full list of leads, with search, filters, sorting, and a map option. Most of this guide covers this view.
• Board — your leads as cards, arranged in columns by status, so you can see the whole pipeline stage by stage. See Work the board.
• Insights — an AI-written read of your pipeline: a headline takeaway, a few supporting points, a recommended next action, and a chart. Use New insight to regenerate it from a fresh angle.

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Search your leads

At the top of the list is a search box: Search name, email, phone…. Type any part of a contact’s name, email, or phone number and the list narrows as you go. It’s the fastest way to jump to a specific lead.

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Filter the pipeline

Click the Filters button to open the filter panel. Filters stack — turn on as many as you like to drill down. You can filter by:

• Date Created — pick a date range to see leads added in a window.
• Branch — show leads for a specific branch, or just the Unassigned ones.
• Client Coordinators — see leads handled by a particular coordinator.
• Status — check one or more pipeline statuses.
• Tags — filter by the labels you’ve applied to leads.
• Confidence Level — Low, Medium, or High.
• Lead Source — one or more sources the leads came from.
• Lead Channel — how the lead arrived: Web Form, Phone Call, or Manual Entry.
• Created By — who added the lead.

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Read the list

Out of the box, each lead in the table shows its Name, Status, Lead Source, Channel, Branch, Confidence Level, and Created By, plus a View Summary button. More columns are available but hidden until you turn them on: Client Coordinator, Email, Phone, Address, Tags, Created Date, and Last Viewed At. See Customize the columns. You can change a lead’s status right from the list using the status dropdown on its row, without opening it. Click any row, or its View Summary button, to open the full lead summary. Use Show at the bottom of the list to choose how many leads appear per page, and Previous / Next to move between pages.

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Sort the list

Sorting lives in a popover, not in the column headers. Click the sort button (the up-and-down arrows) at the top of the list to open Sort by, then pick First name, Last name, Email, Phone, Status, Lead source, Channel, Branch, Confidence level, Created by, Client coordinator, Created date, or Last viewed.

• The active option shows an arrow for its direction. Pick it again to flip between ascending and descending.
• Dates start newest first; everything else starts in ascending order.
• Click Reset to Default to go back to the newest leads first.

Your sort choice is remembered on that browser, and it applies to the Board too.

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Customize the columns

Click the Customize View button (the sliders icon) at the top of the list to choose which columns you see and in what order. Your column choices are remembered on that browser and device, so they’re waiting for you next time. They don’t carry over to another computer or browser, and they don’t change what your teammates see.

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Switch to the map view

Want to see where your leads are? In the Table view, use the List / Map toggle near the top of the list to switch from the list to the map. On the map:

• Each lead with an address shows up as a pin.
• Click a pin to see a quick popup with the contact name, phone, email, and branch.
• Click View Lead Summary in the popup to open the full lead.
• Pan and zoom — the map loads the leads in the area you’re looking at.

Sorting, Customize View, and paging apply to the list only, so they’re hidden while the map is showing.

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Work the board

Switch to Board to see your pipeline as columns. Each column is a lead status, in your workspace’s status order, with the number of leads in that status next to its name. Every active status gets a column — including end-of-the-line ones like Sold or Lost (statuses in the Done and Cancelled categories). Each card shows the lead’s name, the company (if there is one), an avatar for the salesperson (or the client coordinator, if no salesperson is set), and how long ago the lead was created. Click a card to open the lead summary. When a column has more leads than fit, a +N more line appears at the bottom — search or filter to narrow it down. The search box, sort, and Filters at the top of the board work just like they do on the table. Filtering by Status narrows the cards, but every column stays on the board so you can still see the whole pipeline.

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Move a lead to another status

Drag a card into another column. The lead’s status changes as soon as you drop it, and you’ll see Status updated. There’s no extra confirmation, even when you drop a lead into an end-of-the-line status. If the change can’t be saved, the card jumps back to where it was and you’ll see Unable to update status.

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Add a lead from the board

Click + next to a column’s name, or Add card at the bottom of a column, to open Create New Lead. See Create a lead for the form.

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Manage the columns

Admins can shape the board’s columns right from the board. Because columns are lead statuses, every change here changes your workspace’s lead statuses — for everyone, everywhere statuses appear. These are the same statuses you manage in Statuses settings. If you don’t see these options, your role doesn’t include managing workspace settings.

• Add a column — Click New column at the end of the board, type a Column name, pick a Color, and click Add column (or press Enter). You’ll see Column added. The new status is active right away and sits in the In Progress category, at the end of the order. To use a different category, edit the status in Statuses settings.
• Rename a column — Open the ⋯ menu next to a column’s name and choose Rename. Type the new name and press Enter or click away to save; press Esc to cancel. Built-in statuses can be renamed too.
• Delete a column — Open the ⋯ menu and choose Delete. The column is removed right away, with no confirmation, and you’ll see Column deleted. Built-in statuses don’t offer Delete.

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View settings

Admins also get a View settings button (the sliders icon) at the top of the board. Its Groups section shows that the board is grouped by Status and lists every column in order, with its color:

• Reorder — Drag a group by its handle. The new order is saved for the whole workspace, so the board columns — and the status Order in settings — follow it for everyone. If it can’t be saved, you’ll see Could not save the new order.
• Rename — Click a group’s name, type the new name, and press Enter or click away to save. Press Esc to cancel.
• Delete — Click the trash icon next to a group. The same rules as deleting a column apply: no confirmation, no built-in statuses, and no statuses that still have leads.
• Add a group — Type a name in New group name, pick a color from the swatches below it, and click Add. It’s added as a new column at the end of the board.

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What’s next