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The List view and its filters

Tap “List”, next to the view selector, to switch to the classic table. The header with the Conversion funnel stays the same as on the Board (section 2); below it are the filters and the detail table.

The filters available, all of which apply only to the List (the Board always shows the whole funnel):

  • Quality: All, Hot, Warm or Cold tabs.
  • All stages: dropdown to narrow by a specific funnel stage.
  • All interests: dropdown to narrow by the lead’s type of interest (for example, buying or renting).
  • Search: finds a lead by name or email.

At the top right of the table, a counter summarizes the current filter’s result (for example, “50 leads · 1 hot”).

The table’s columns: Customer (name and a short identifier below it), Channel (WhatsApp, Telegram, Web or Manual), Interest, Quality, Stage (with the name and color your agency gave it), Budget, Areas (interest-area tags), Updated (how long since it was last modified) and an Actions column with the “View” button to open the full record.

Leads List view with the List toggle active, the All/Hot/Warm/Cold quality filters, the All stages and All interests selectors, the search box, and the table with Customer, Channel, Interest, Quality, Stage, Budget, Areas, Updated and Actions columns
Leads List view with the List toggle active, the All/Hot/Warm/Cold quality filters, the All stages and All interests selectors, the search box, and the table with Customer, Channel, Interest, Quality, Stage, Budget, Areas, Updated and Actions columns