The leads list
Every lead in one sortable, searchable grid, grouped by status.
The Leads screen is the working list - every lead you have access to, with enough detail to know what needs attention without opening each one.
Status chips
Chips across the top - All, In Progress, On Hold, Sold, Lost - show a live count and filter the grid to that bucket in one click.
The grid
Each row shows the created date, customer, job name, value, probability, status, last action date and details, next action date, and whether a callback is due. Click a column header to sort by it.
Opening a lead
Double-click a row (or its Edit link) to open Lead detail.
Non-admin scoping
If you’re not an admin, this list still shows every lead you can access (your own, plus any you’re assigned to) - it’s only the dashboard that narrows to leads you personally created. See Sales user permissions for the full breakdown.
See also
- Create a lead - adding a new row to this list
- Lead detail - what opens when you click a row