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Leads & Conversations

Filter the pipeline and read the totals

Search the board, filter by owner, source, tag or follow up, and read the summary cards.

Last updated October 3, 2026

Overview

The summary cards show Open leads, Pipeline value, Follow ups due and Unassigned. Values in several currencies are totaled per currency.

  • Search name, phone or request to find a lead.
  • Filter by Owner (Everyone, Unassigned or a team member), Source, Tag and Follow up (Any time, Due today, Overdue). On small screens select Filters, then Show results.
  • Select Clear filters to see the full pipeline.
Use the Lead InboxFind conversations, read lead details and reply to customers.Reply yourself and pause the assistantSend a manual reply and understand when the assistant pauses.Add private notes to a leadKeep internal notes on a lead that only your team can see.