Purpose of This Screen
Navigation Path:
Sales Module → Inquiry Or Lead
The Lead List screen is the main workspace to:
- View all leads
- Search and filter leads
- Change lead status instantly
- Assign or reassign users
- Perform bulk updates
- Add, import, and export leads
- Take quick actions (Call, Meeting, Visit)
- Customize columns
- Check key lead info at a glance
If leads are managed daily, this is the primary screen used most often.
Top Action Area
Search Bar (Ctrl + K)
Search by:
- Name
- Phone number
- Business name
Shortcut:
Press Ctrl + K for instant search
Filter Button (Funnel Icon)
Use filters to narrow the list by:
- Status
- Source
- Assigned user
- Date range
- Custom fields
- Other available filters (based on configuration)
After applying filters, only matching leads appear.
View Toggle (List Icon)
Switch between:
- List View
- Kanban View (Card View)
This changes layout only and does not change lead data.
Column View / Customize Columns
Click the column icon to open Customize Columns. You can:
- Enable or disable columns
- Reorder columns
- Reset to default
Notes:
Locked columns (🔒) cannot be removed.
Extra fields can include: Alias, Email, Product, Amount, Business Name, Address, and others.
+ Lead Button
Options:
- Add Lead (manual entry)
- Import Lead (bulk upload via Excel)