Leads
The Leads list tracks every potential customer who has shown interest. It is where leads are searched, filtered, assigned and converted — the working surface for the top of your sales funnel.
Lead List Overview
Go to CRM > Leads. Every lead captured manually, imported, or submitted through your website form appears here.
Search and Filter Options
| Filter | What it does |
|---|---|
| Search | Find a lead by name, company or contact details. |
| Status | Filter by where the lead sits in the funnel. |
| Source | Filter by where the lead came from. |
| Assigned To | Show one person's leads. |
| Industry | Segment by sector. |
| Date range | Restrict to when leads were captured. |
List columns
| Column | Description |
|---|---|
| Name | The contact. Click through to the Lead View. |
| Company | The organisation they represent. |
| Phone / Email | How to reach them. |
| Source | Where the lead originated. |
| Status | Their funnel position. |
| Assigned To | Who owns the lead. |
Lead Actions
| Action | What it does |
|---|---|
| View | Open the full record with activity and related documents. |
| Edit | Update the lead's details or reassign it. |
| Convert | Turn the lead into a customer once they buy. |
| Delete | Remove a lead that was never real. |
How to Use the Leads Management Page
- Filter to your own leads by Assigned To.
- Work the ones whose status shows they are due contact.
- Raise an Opportunity where a lead qualifies.
- Convert to a customer when they buy.
An unassigned lead is nobody's job. Filtering on a blank Assigned To is the quickest way to find prospects quietly going cold.
Summary
The leads list is the funnel's intake. What it is worth depends on two fields being maintained — Source, which tells you what marketing works, and Assigned To, which tells you whether anyone is acting on it.
Related pages
- New Lead — capture a lead
- Lead View — the full record
- Lead Source — where leads come from
- Integration Code — capturing leads from your website