You filter and search leads on the Dashboard page, the first item in the left menu. The search box finds a single lead fast, and the filters narrow the list by status, rep, market, source or date. Both work together.
Search for a single lead
Type in the Search box at the top right. It matches the contact name, email, phone, address, market, assigned rep, source URL and RQP ID, and the list updates as you type.
Filter and search leads by status, rep and date
The filter bar sits above the table. If it's hidden, click the sliders icon next to the search box.
- Status: All, New, Open, Won or Lost.
- Rep: any team member, or Unassigned to find leads nobody owns yet.
- Market: the city of the property. The list builds itself from your leads.
- Lead Source: for example Widget for widget leads and Manual for quotes created in Rep Quotes.
- Date: a from and to date for when the lead came in.
Click Clear all filters to reset everything at once.
Sort and page through results
- Click a column header, such as Create Date or Total SqFt, to sort by it. Click again to flip the order.
- Use the menu at the bottom right to show 10, 20 or 50 leads per page.
Need the filtered list in a spreadsheet? Select the rows and export them. To hand unassigned leads to your team, see assigning leads to sales reps.