Filter leads and save views
Find the right leads and keep the filter for later.
The Leads page shows your leads as a Board or a List, and both show the same people. Filters help you focus on the ones that need work.
Quick filters
Choose All leads, My leads, Unassigned or Needs attention.
Search by name, or narrow by Lead status, Lead stage, Lead owner, Lead source and date.
Advanced filters
Click Filters to build rules on any lead field or custom field. Leads must match every rule in the first group and at least one in the second. Click Add Condition for each rule, then Apply filters.
Save a view
In Advanced filters, click Save as a view and give it a View name. It then appears in the Views menu, ready to switch to in one click.
Adjust the display
On the board, Display sets card density and what each card shows. In the list, Edit Columns chooses the columns.
Up next
Next, read Convert a lead into a patient.