To view your leads, click on ‘Leads’ in the top menu bar. Listed leads can be filtered and sorted as required.
Tip - To find a lead quickly, use the search bar on the top of the page.
The leads can also be filtered by team/rep, or pipeline by selecting from the filter dropdowns on top and then clicking on the ‘Apply’ button to apply the selected filters. It can be sorted by clicking on column headings.
This listing can also be filtered by deal value, stage, or source type by clicking on the filter dropdowns on top. It can be sorted by clicking on column headings.
Qualified, lost, and won leads also display the detected signals from conversations with this lead in green, and undetected ones in red.
To edit, delete or change the status of any of these leads, click here.