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Guides · The CRM

The Leads page

Every lead you can see, filtered and searched, and what you can do with several at once.

Leads lists the leads you can see: an SDR’s own, or the whole workspace’s for a Manager.

A Manager's Leads page: 61 leads with filters for what to show, who a lead is assigned to, status, origin and dates, and the table of companies, DOT numbers, owners and statuses (sample data).
Real product · sample data

Find the ones you want

Search by company name or DOT number at the top. Filter narrows the list by status, owner, origin and dates; Show holds the yes-or-no filters. The count says how many match across every page, and Clear filters takes you back to the whole list.

Choose the columns

The three-dot menu on the table chooses which columns show. Only you see your choice.

Several leads at once

A Manager can tick leads and reassign them all, or flag them for review. See Reassign leads.

On this page

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

  1. Find a lead

    Search by company name or DOT number. Your filters stay on while you search.

  2. Leads to review Managers only

    Leads flagged for reassignment review wait here. Review them opens just those leads.

  3. Filter the list

    Managers: Narrow the list by status, owner, dates and more. Show holds the yes-or-no filters.

    SDRs: Narrow your list by status, dates and more. Show holds the yes-or-no filters.

  4. How many

    How many leads match, across every page. Clear filters takes you back to the whole list.

  5. Your leads

    Managers: Click a lead to open it. Tick leads to reassign them all at once, or flag them for review.

    SDRs: Click a lead to open it. The columns menu chooses what the table shows.

Something missing, or a way this page could work better for you? In the product, open Help and choose Suggest a feature. We read every suggestion.