Zevonix Business Suite | All-in-one Operations Manager Platform

Leads

Search and filter leads

The Leads list includes search and filters so you can quickly find the right leads.

  1. Open Leads.
  2. Type into the Search leads box. Search matches a lead’s first name, last name, company, or email.

Filter

  • Status — show only leads in a chosen status (New, Working, Qualified, or Unqualified). With no status filter applied, already-converted leads are hidden.
  • Owner — show only leads assigned to a particular team member.

Your search and filter choices stay in place as you move between pages of results.

Tip: To review past wins, filter by the Converted status — those leads are hidden from the default view.

See also: Leads overview.