Work with the Lead list

The Lead list is your working queue for new opportunities. Use it to find the right leads, switch between visual layouts, and take action without opening every record.

Contextual guide

Keep this guide open in the right sidebar while you work. Your filters, selections, and current page remain intact.

Choose a useful view

The view selector at the top left lets you open saved views and switch between List, Group by, and Kanban layouts.

Use List for scanning fields, sorting, and selecting multiple leads.
Use Group by to summarize leads around a field that matters to your workflow.
Use Kanban to move leads visually between status or stage columns.

Find and organize leads

Open or create a view

Use the view name in the header to choose a saved view. Create a focused view when a team needs a repeatable set of filters, columns, and sorting.

Filter the queue

Add filters for fields such as status, owner, organization, source, or modified date. Clicking many field values in the list can also apply a matching filter directly.

Tune the visible fields

Choose the columns that help you decide what to do next. Resize columns when a value needs more room, and keep the most useful fields near the beginning of the row.

Open the lead

Select a row to open its detail workspace. Returning to the list preserves the view context in the URL.

Create or import leads

Use Create for a single lead. Enter the essential identity and contact details, then add more information from the Lead detail page.

Use Scan Card to start from a business card. Review the detected values before saving.

Use Import for a spreadsheet of leads. The overflow menu also provides a CSV template and lets you create a web form for lead capture.

Select rows to reveal bulk actions. Depending on your permissions and customizations, you can update assignment, change values, or delete selected leads. Clear the selection after completing the action so a later operation does not include old rows.

Read activity signals

Lead cards and rows can surface assignment, status, recent changes, and activity counts. Use these signals to spot unowned leads, stalled follow-ups, or records with active conversations.

Converted leads are excluded

The Lead list focuses on active, unconverted leads. After conversion, continue the sales process from the resulting Deal.

Next step

When you are ready to qualify, communicate with, or convert a specific person, open the record and use Lead details.