Search, filter, sort and arrange the Leads list

Search

Type in Search leads at the top of the Leads page. To search the whole app, including pages, use the main search box at the top or press Ctrl+K (Cmd+K on a Mac).

Filter

1. Choose Filters, then add a condition, for example Stage is New, or Owner is a teammate.

2. Add more conditions if you need them. With two or more, choose whether leads must match All of them or Any of them.

3. Choose Apply. Choose Clear to remove the filters.

Sort

Choose Sort, pick a field, and switch between ascending and descending. You can also click a column header.

Choose columns and density

Open Display options:

• Choose columns… adds or removes columns. Optional columns include Owner, Email, City, State, Tags and your custom fields.

• Fit columns to content resizes columns to their contents.

• Row density: Comfortable, Compact or Spacious.

• Mobile card fields (max 3) picks what shows on each lead card on a phone.

• Reset columns & widths and Clear search & filters undo your changes.

You can also drag column headers to reorder, resize or pin them.

Do not see a lead you expect?

Check, in order: the view tab you are on, any filters or search text, and your permissions. Some members only see leads assigned to them. See Who sees which leads.