Find and sort your leads

The Leads screen shows all your leads in one list. You can pick which leads to see, search for one person, sort the list, and change many leads in one go.

Choose what you see

• Views: tap the button under the title (it says All open leads at first). Choose All open leads, My open leads, Unassigned, Late follow-ups, Won in this month, or All leads. Each one shows how many leads it has.
• Search: type a name, phone number, company, city or email in the search box. On a phone the box is always at the top. On a computer, click the magnifying glass first.
• Sort: tap Sorted by and choose Follow-up, Created, Deal value, Name or Last contact. The last option in that menu flips the order, for example Newest first. On a computer you can also click the Name, Follow-up, Deal value, Created and Last contact column headings.
• Filter: tap Add filter and choose Stage, Owner, Source, City, Deal value (a lowest and highest ₹), Tag, Created, Last contact, Next follow-up (a date range), No next step (leads with no follow-up set) or Custom field (one of your own fields). Each filter you apply shows as a chip above the list, such as Stage Contacted; for No next step the chip shows Next step None set. Tap the chip to change it, or its × to remove it.

At the bottom you see how many leads match, how many are late, and the total ₹ value. The list shows 50 leads at a time. Use Previous and Next to see more.

Choose the columns (computer)

Click Columns and tick the ones you want: Name, Phone, Stage, Follow-up, Next step, Source, Owner, Deal value, City, Company, Tags, Created, Last contact and any of your own fields. Use the ▲ and ▼ arrows next to a ticked column to change its order. Your choice is saved as you go, for that view in this browser only; there is nothing to press. The CSV download (owners and admins only) always has every field.

Change many leads at once

1. 1Step 1: On a phone, tap Select above the list, or press and hold a lead. On a computer, tick the box at the left of each row. The box in the heading ticks every lead on this page.
2. 2Step 2: Tick the leads you want. On a phone, Select all ticks every lead on this page.
3. 3Step 3: A bar appears above the list saying how many are selected. Choose Assign, Change stage (moving to Lost asks for a reason), Add tag, Remove tag, Set follow-up (the same next step, kind and time for all of them), Export selected (owners and admins: a CSV of just these leads) or Delete. On a phone the same choices open in a sheet.
4. 4Step 4: A message says what changed. Tap Undo within 10 seconds to put things back.
5. 5Step 5: On a phone, tap Done when you have finished.

Moving several leads to Lost asks for one reason that is recorded on each of them. See Won and lost leads.