Managing your leads

The leads table is your central workspace. Every lead in your CRM lives here — search, filter, sort, and take action on them individually or in bulk.

The leads table at a glance

Navigate to Leads in the sidebar to open the leads table. Each row shows the lead's name, email, phone, company, status, source, assigned agent, and tags. Columns are sortable — click any header to sort ascending or descending.

Searching for leads

The search bar at the top of the table accepts free-text queries. You can search by:

• Name — first name, last name, or full name
• Email — partial or full email address
• Phone — any portion of the phone number
• Company — the company or organization name

Results update as you type. Clear the search to return to the full list.

Filtering and sorting

Use the filter controls above the table to narrow your view. You can combine multiple filters at once:

Table vs. Kanban view

The toolbar includes a view toggle. Switch between the default table view (list of rows) and the Kanban view (cards in status columns). Both views respect the same filters. See Kanban pipeline board for details on the visual board.

Opening a lead

Click any lead row to open its detail page. The detail page gives you the lead's full profile, activity timeline, notes, tasks, calls, emails, and meetings — all on one screen.

Taking bulk actions

Select one or more leads using the checkboxes on the left side of each row. A bulk action toolbar appears at the top with options for email, SMS, edit, and delete. See Bulk actions for the full list.

1. Check the box next to each lead you want to act on — or use Select All to select the entire page.
2. The toolbar appears with the count of selected leads.
3. Choose an action: Bulk Email, Bulk SMS, Bulk Edit, or Bulk Delete.
4. Confirm the action in the dialog that appears.

Frequently asked