Working with leads
Filter, edit, and triage every captured touch.
The Leads page is every touch you have captured, newest first. Each lead shows its source, contact details, and status. You can edit status, value, and notes inline without opening a modal, and click a lead to see its full detail and timeline.
Use the filters and search to narrow by source or status. Changing a filter resets you to the first page so you always see the most recent matches.