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Lists, views and filters

Search, filter, save views, and act on many leads at once.

Explained

Saved views and listsA view is a saved set of filters, sort and columns that updates on its own. A static list is a group you add leads to by hand. Views can be private to you or, for admins, shared with the workspace.

How-to

Search, filter, sort and arrange the Leads listUse the search box, Filters and Sort at the top of the Leads page to narrow the list. Use the display options to choose columns and row density.
Update many leads at onceSelect leads on the Leads page and use the bar at the bottom to change stage, assign an owner, set follow-ups, add tags, create tasks, move to a list, export or delete.