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Work with leads

The All Leads page provides a centralized view of all leads captured across your organization. From this page, users can:

  • Search and filter leads

  • Add new leads

  • Customize the table view

  • Track lead stages and priorities

  • Monitor assignment and engagement

This page helps sales teams and managers track inquiries and convert prospects efficiently.

  1. At the organizational level, go to Lead Management > All leads. 

    The All Leads page is displayed. The default columns in the listing include:

    • Lead name

    • Email ID

    • Lead type

    • Lead source

    • Lead stage

    • Priority

    • Date

    • Center

    • Notes

    • Assigned to

  2. Click Advanced filters to narrow down the results by:

    • Assigned to

    • Status

    • Priority

    • Lead type

    • Source

    • Call outcomes

    • Gender

    • Follow-up range

    • Expected close date

  3. Select the checkbox next to any listing.

  4. Click Bulk update to update the Assigned employee, Lead status, Priority, and Lead source.

  5. Click Detailed view to open detailed information for the selected lead(s).

Use saved views

Saved views let you store a combination of filters and reload them quickly, so you don't have to reapply the same filter settings each time.

To load a saved view:

  1. Click the Saved Views dropdown at the top of the All Leads page.

  2. Search by view name or scroll through the list.

  3. Click a view name to apply its filters to the lead listing.

To manage saved views:

  1. Click the Saved Views dropdown.

  2. Click Manage views.

  3. The Saved views panel opens on the right, listing all your views under Other views.

  4. Click any view to preview the filters saved inside it and update them if needed.

Note

To create a new saved view, apply your desired filters on the All Leads page and use the Save filter option in the Advanced filters panel.

Manage columns

You can control which columns appear on the All Leads page and reorder them to match your workflow.

  1. Click the Manage Columns icon (grid icon) at the top right of the lead listing.

  2. The Manage Columns panel opens with two sections:

    • Selected Columns (left) — toggle each column on or off using the switches. Columns with a blue toggle are visible in the listing; grey toggles are hidden. Click Remove all to deselect all columns at once.

    • Re-order selected (right) — drag columns up or down using the handle icon to change their display order. Click the delete icon next to any column to remove it.

  3. Click Save to apply your changes, or Cancel to discard them.

The available columns are: Lead name, Email ID, Lead type, Lead source, Lead stage, Priority, Date, Center, Notes, Assigned to, Guest name, and Guest code.

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