Leads: List View Section FAQs
Sarah
Last Update a month ago
1. How do I sort leads by name or status?
Use the column headers to sort leads alphabetically by name or filter them by their current status.
2. Can I filter leads by date added?
Use the column headers to sort leads alphabetically by name or filter them by their current status.
3. Why are some leads not showing up in the list?
Leads may be hidden due to active filters, tags or status selections—clear or adjust your filters.
4. How do I view detailed information about a lead?
Click on the lead name or the View button on the most left side of the lead's row to open their full profile, which includes contact details, notes, tags, and activity history.
5. How do I add or remove tags from a lead?
On the Tags column, click +Add Tag or Open the lead’s profile and edit tags directly from the tag section.
6. Can I change the lead’s status directly from this view?
Yes, you can update the status from the dropdown in the lead’s row or within their profile view.
7. How do I add a new lead from here?
Click the “+ Add Lead” button and fill in the required fields like name, contact info, lead type, and tags.
8. Why isn’t my lead’s information updated?
Check your internet connection and ensure you’ve clicked “Save”; cached data may also require a page refresh.
9. Is there a way to mark leads as "VIP"?
Yes, use a custom tag like “VIP” to easily filter and prioritize important leads.
10. How do I add a new task for a lead?
Open the lead’s profile and use the Task tab to assign a follow-up, call, or meeting reminder.
11. Can I view leads in a map format here?
Yes, switch to the “Map View” tab to see leads based on their geographic location.
12. Can I contact leads directly from this view?
Yes, use the quick action buttons (call, SMS, email) available beside each lead to reach out instantly.