Lead Management Table Guide

Search, filter, sort, and export captured customer leads

Table View Features

The Lead Management Table displays all captured lead records across your active workspace. You can search by name, email, or phone number, and slice the list with the filter bar:

  • Status — New, Contacted, Qualified, Nurturing, or Closed.
  • Source — WhatsApp, Instagram, Facebook, Telegram, Website (widget), Manual, or CSV Import.
  • Score — Any, Warm (40+), or Hot (70+) based on the automated lead score.
  • Tab — the Leads tab shows contacts with an email or phone; the Social Visitors tab shows everyone else.

Any combination of these can be saved as a reusable Audience from the bookmark button in the filter bar — see the Audiences & Follow-ups guide. Leads can also be exported as CSV reports.