Filtering and sorting leads

Use filters and sorting to find specific leads quickly instead of paging through the full list.

When you’d use this

Use filters when you want to focus on a specific time period, lead type, or location. Use sorting to change the order leads appear in the list.

Filtering leads

Click the filter controls above the leads list to narrow your results. You can filter by:

Date range — select a start and end date to see only leads from that period
Lead type — show only phone calls, form submissions, or chats
Location — if you have multiple locations, show leads for a specific one

You can combine filters. For example, you can view only phone call leads from a specific location within the last 30 days.

Sorting leads

Use the sort controls to change how leads are ordered. You can sort by:

Date — newest or oldest first
Type — group leads by phone call, form, or chat
Source — group leads by where they originated

By default, leads are sorted by date with the newest leads first.

Filters persist during your session

Your active filters stay in place as you navigate between leads and return to the list. If you leave the Leads page and come back during the same session, your filters will still be applied.