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