Log inJoin the waitlist
Join the waitlist

Filter and search the pipeline

Show one person's leads, unassigned leads, or search by name, enquiry or email.

Updated

Before you start

  • You need permission to view clients. Members see the board but can't change it.

Steps

  1. Go to CRM > Pipeline.
  2. Open the owner menu and choose All owners, Unassigned leads or a team member.
  3. Type in Search person, enquiry or email.
  4. A line shows how many leads match. Click Clear filters to see them all again.

Reading a card

Each card shows the person, their email, the value (the final value on Won cards, otherwise the estimate), days in the stage, the priority and the Owner.

Good to know

  • The Studio totals strip always counts every lead, not just the filtered ones.
  • Filters reset when you leave the page.