LeadsStep-by-step guide
Filter leads and track the pipeline
Focus on the contacts that need your attention.
Before you begin
View leads permission.
Here’s how to do it
Open Leads and inspect Active leads, Hot opportunities, Converted customers and Lead conversion.
Choose a stage shortcut such as Contacted or Qualified.
Combine it with search and the temperature filter to narrow the list.
Use the pagination and Per page control for larger lists. On mobile, read the labelled contact cards.
Edit the record when a customer’s stage changes, if your role permits it.
What happens next
You can focus follow-up work without changing records merely by filtering.
Good to know
The conversion metric describes the stored lead records, not an attributed revenue or advertising conversion report.