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Organizing Leads

Effectively organize and segment your leads using powerful grouping, sorting, filtering, and status management features.

Grouping Leads​

Grouping helps you organize leads based on shared properties. You can group leads by salutations, company name or size, assignee, and dozens of other attributes.

💡 Grouping gives you a segmented view for example, seeing which team member has the most open leads or which campaign generated the highest number of prospects.

Sorting Leads​

The Sort feature lets you arrange leads according to any property such as Created Date, Name, Rating, or Company. It ensures your most relevant or time-sensitive leads are always on top, aligning perfectly with your team's priorities.

Sorting Leads

Leads According to Assignee​

If you work in a team, you can assign each lead to a specific member and in list, you can view the all leads assigned to a specific member or assignee.

This helps organize ownership, accountability, and follow-up.

Click Assignee, choose your team member.

Assignee View

Customization Options​

Click the Customize button to tailor your List interface. You can:

  • Show or hide columns such as First Name, Company, Email, Tags, and more.
  • Reorder columns to match your workflow.
  • Save the layout as a custom view for quick access later.

Customization

This allows every team to configure the interface exactly as they need whether they're in sales, support, or marketing.

List Statuses​

Each lead in your List belongs to a Status (or stage). Statuses define where a lead stands in your workflow, such as:

  • Review: New or unprocessed leads.
  • To Do: Leads that require action.
  • In Progress: Conversations or deals currently underway.
  • Done: Successfully completed or closed leads.
  • Not Interested / Backlog: Leads that are inactive or deprioritized.

List Statuses

You can add, rename, or reorder statuses to perfectly match your business pipeline.

Filters​

Filters allow you to narrow down your List to focus on the most relevant leads. You can apply multiple filters at once, such as:

  • Name + Company
  • Name + Email
  • Campaign + Rating
  • Assignee + Lead Status and so many others combinations to play around

This makes it easy to target specific audiences for example, "All unassigned leads from Campaign A with high ratings."

Filters