Managing Your Leads
Beyond adding leads, the Leads section is where you search, filter, open, and work each prospect. Here's how to get around it.
The Leads list
Open Leads from the sidebar. Every lead is listed with its contact, status, source and created date. Use the search bar for a name/email/phone, the Columns button to choose what's shown, and + Create Lead to add one.
Filter to what matters
Use the filter chips — Date, Status, Source, Assigned (and + More). Clicking a filter like Status opens a searchable checklist so you can narrow to exactly the leads you want.
Open a lead
Click a lead's name to open its detail page. At the top you get quick stats (stage time, statuses visited, cycles, last contact) and action buttons. Tabs — Overview, Notes, Tasks, Deals — hold everything about the lead, alongside Basic Information, Custom Fields, Status History and an Activity timeline.
Change a lead's status
Click the status dropdown in the header and pick a new status (e.g. Follow-up Scheduled, Got Business, Lost…). The change is timestamped in Status History, so you always see how the lead has moved through your pipeline.
