The Leads page is your pipeline table. Open it from the sidebar on web or the Leads tab on mobile.
Search and sort
- Search by name, address, phone, or email.
- Sort columns in the web table.
- Scroll the list on mobile.
Filters
- Status: New Lead, Contacted, Interested, Not Interested, Qualified, Closed.
- Interest level (1 to 5 stars).
- Tags and lead source.
- Assigned member.
- Starred only.
Create a lead
Click Add lead on web or the plus button on mobile. Fill in name, address, contact fields, status, tags, and custom fields. Assign members on the Assigned tab.
Plan limit
Free workspaces cap at 2500 leads. The list shows an upgrade prompt when you approach the limit.