Search, filter, and save lead views

The Leads page gives you several ways to narrow the list:

1. 1Search — type a company name, contact name, or email into the search box at the top of the list.
2. 2Filters — open the filter panel to narrow by status, source, owner, created date, or any custom field your company has added to leads.
3. 3Owner — if you are allowed to see other people's leads, use the user filter to switch between just yours and the whole team's.

Filtering by status plus created date is the combination most teams live in: it answers "what came in this week that nobody has touched yet", which is the question that actually loses deals when it goes unasked.

Save a combination you use often as a view. Saved views appear under Leads in the sidebar and can be shared with your team.

To pull the list out of DealJourney, use Exportera som CSV. It exports what is currently on screen, so filter first and export second.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.