backgroundLayer 1
Close
Full version. 14 Days for Free. No obligations No credit card No spam

By clicking Sign up with Facebook, Sign up with Google or Sign up with email, you agree to our terms of use and privacy policy

Close
Display Modes

There are two display modes in the Leads section:

  • Pipeline. Leads are displayed in the form of a table, where each column is one of the lead statuses.

  • List. Leads are displayed in the list.

System filter
  • Open Leads - displays all leads with all statuses except "Closed-won" and "Closed-lost"Pipeline. Leads are displayed in the form of a table, where each column is one of the lead statuses.

  • Only my leads - all leads with the filter by the manager are displayed, under which you are logged in at the moment.

  • Closed-won - all leads with the status "Closed-won" are displayed

  • Lost Leads - all leads with the status "Closed-lost" are displayed

  • Leads without tasks - all leads are displayed, in the card which doesn’t have a task assigned. This filter does not take into account the tasks set in the attached company or contact.

  • Leads with overdue tasks - all leads are displayed, in the card of which there is an overdue task. This filter does not take into account the expired tasks in the attached company or contact.

  • Deleted - displays deleted leads. This item is only available to the account administrator and only in the "List" view. Leads are displayed in this section within 30 days from the date of deletion, then they are permanently deleted.

Custom filter
  • By name of the lead - here you can enter the name

  • By date - two options are possible: by the date of creation and by the closing date of the lead

  • By the status of the lead - you can choose any status in any combination

  • According to the manager - you can choose one or several responsible users

  • Created by - you can choose the creator of the lead

  • Modified by- you can see who made the last changes in the lead

  • By the tasks - here are the possible options: do not take into account the tasks, take into account the tasks for today, tomorrow, this week, this month, this quarter, take into account the lack of tasks, take into account the expired tasks

  • By tags - you can specify any number of tags and choose how to account for them using "and", "or"

  • By additional fields - you can make a filter for any fields you created

Hey there! 👋 Got a question or need some
help? Click here to chat with us!