On the Leads page, type in the search box to find a lead by name, email, phone or title. To narrow the list, use the quick tabs above the list, AI Mode, or Filter.
Search
Type a name, email, phone number or job title into the search box.
Quick tabs
The tabs above the list show a count and filter the list in one click:
- Going cold
- Needs a call
- New leads
- AI drafts
- Listing inquiries
Click a tab to see only those leads.
AI Mode
Click AI Mode inside the search box and describe what you want in plain English, such as "leads added this week with no owner". FlowForce turns it into filters.
Filter
Click Filter to open the filter panel. You can narrow the list by:
- Stage
- Form, to see leads from one lead capture form
- User, to see one person's leads
- Team
- Customs
- Groups
Click Done to close the panel.
Choose your columns
Click Columns to choose what the table shows. The default columns are Lead, Email, Phone, Company, Stage, Signals, Sequence, Assigned to and Last activity.
Switch to the board
Use the two icons at the right of the toolbar to switch between the list and the board. See How to customize lead stages and use the pipeline board.
If it did not work
I cannot find a lead I just added. Clear your filters and any quick tab, then search again.
The list is shorter than I expected. A filter is still on. Open Filter and set each one back to its All option.
AI Mode did not give me what I wanted. Be more specific, or use Filter instead.