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When your lead list grows, filtering and sorting help you focus on what matters. This guide covers every filter and sort option on the Leads page. All of these work in both list view and Kanban view, and they apply together, so you can stack filters and sorting to narrow down precisely.
Filtering 1

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Sorting leads

Click Sort in the toolbar to choose how your leads are ordered. You pick a field and a direction.

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Sort by

  • Created at orders by when the lead was added (the default)
  • Name orders alphabetically
  • Value orders by estimated deal value

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Direction

  • Ascending goes from low to high, oldest to newest, or A to Z
  • Descending goes from high to low, newest to oldest, or Z to A
The current sort shows in the toolbar, for example “Created at - desc”, so you always know how the list is ordered.

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Filtering by stage

Click Stage to show only leads at certain points in your pipeline. Tick one or more stages:
  • New
  • Followed up
  • Contacted
  • Demo Done
  • Unqualified
  • Junk
  • Converted
Tick several to see them together, or click Clear to remove the stage filter. Use the search box inside the dropdown to find a stage quickly if you have many.

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Filtering by status

Click Status to switch between:
  • Active shows your live leads (the default)
  • Archived shows leads you have archived but not deleted
Archived leads are hidden from the default view, so use this filter when you need to find one again.

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Filtering by next activity date

Click Next Activity Date to focus on leads that need attention within a time window:
  • Today
  • Tomorrow
  • Next 7 Days
  • Next 30 Days
  • Custom for a specific date range you choose
This is the best filter for planning your day or week, since it surfaces the leads with follow-ups coming due. Click Clear to remove it.

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More filters

Click Filters for additional ways to narrow your leads:
  • Created at filters by when leads were added
  • List filters by a saved list the lead belongs to
  • Assigned to filters by the team member assigned
  • Owners filters by lead owner
  • Sources filters by where the lead came from
  • Lost Reasons filters leads marked unqualified by their reason
Use the search box at the top of the Filters panel to find an option quickly.

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Searching

For finding one specific lead rather than a group, use the search icon in the toolbar. Search matches the lead’s name and other key details, and works alongside any filters you have applied.
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Combining filters and sorting

Filters and sorting stack. For example, you can:
  • Filter to Stage: Contacted and Next Activity Date: Next 7 Days, then Sort by Value, Descending, to see your highest-value contacted leads needing follow-up this week.
Because these controls carry over when you switch between list and Kanban view, you can set up your filters once and view the results either way.

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Clearing filters

Each filter dropdown has its own Clear option to remove just that filter. Remove filters one at a time to widen your view gradually, or clear them all to return to your full lead list.

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What to do next

  1. Save a group of leads as a List for quick repeat access
  2. Add notes and tags to organize leads further
  3. Convert qualified leads into deals