Leads

Why use this

Open Leads when you want the CRM table of every lead with full filtering, sorting, and bulk action.

Benefits:

• See every lead in one filterable, sortable table
• Take bulk action without scripting
• Drill into any lead in one click
• Run the CRM without a separate Salesforce or HubSpot tab

What this is

Leads is the master table view of every lead in your CRM. Horizontal scroll, search, filter, paginated 10 per page.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Lists every lead with custom columns you pick.
• Filters by source, score, status, owner, tag.
• Search by name, email, phone, company.
• Bulk actions: enrich, score, assign, tag, delete.
• One-click into the lead detail to enrich or skip trace.

How to use it

1. Open /leads.
2. Filter or search to find a lead.
3. Click a row to open the lead detail.
4. Use bulk-select to act on multiple at once.

Rules and limits

• 10 leads per page (v0.143au pagination).
• Viewers see the list but cannot create, edit, or delete.