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Lead Management

Lead Management controls how leads are displayed, filtered, and grouped on the Cortex.

It helps you focus on the most relevant companies and contacts while keeping your pipeline organized.

Filters​

Company Name​

Filter leads by company:

  • All companies
  • Or select a specific company from the dropdown

Useful when working on a single account.

Lead Status​

Filter individual contacts by status:

  • All
  • Not Contacted
  • In Conversation
  • Inquiry
  • Not Interested
  • Disqualified

Area Code Selector​

Filter companies by area code:

  • All
  • None (unassigned)
  • Specific area code

Display Options​

Show Empty Companies​

Switch (ON by default)

  • ON → shows companies without individual contacts
  • OFF → hides companies without contacts

Show Archived​

Switch (OFF by default)

  • ON → displays archived companies
  • OFF → hides archived companies

Area Code Box​

Displays all available area codes in your organization.

Each area code includes:

  • Area code name
  • Number of assigned companies
  • Distribution of leads

This provides a quick overview of how leads are organized across regions or teams.