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Guides · The side panel

The side panel: My leads

Your leads in the panel, searched and filtered, ready to walk through.

My leads lists your leads in the panel. Search by company, DOT number or MC number, and Filters narrows the list further.

Click a lead to open it in the panel. The Next lead and Previous lead keys then walk this list, in this order.

The side panel's My leads page: a search box, filters, and the list of leads with their status (sample data).
Real product · sample data

On this page

The same steps the page’s tour shows the first time you open it. Replay it any time from Help.

  1. The panel's pages

    Due today, Search and My leads. CRM opens the full product in a new tab, and Settings arranges the panel.

  2. Find a lead

    Search your leads by company, DOT# or MC#. Filters narrows the list further.

  3. Your leads

    Click a lead to open it in the panel. Next and Previous lead then walk this list.

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