The leads list
What this page is — the leads table: the screen most people have open all day, with its ten columns, its filters and its four tabs.
What it is for — finding a lead, seeing the state of the whole pipeline at once, and acting on many leads together.
The problem it solves — a lead database is only useful if you can get back to the right record. This page covers how to search and filter it, what each column is actually telling you, and the one column that shows something other than what it appears to.
Route: /org/marketing/leads (?tab=list) · Module: mkt_manage_leads — 53 permissions
Permission to view: View Marketing Suites lead management
Four tabs share this route; this page covers the list.
1. What the list is
A paginated table of every lead in the selected project, with ten columns and a filter rail.
| List | Board | Queues | |
|---|---|---|---|
| Shows | Every lead, including ones with no status | Only leads with a status in the chosen pipeline | Only leads in a queue |
| Sorted by | Newest first | Status column, then order within it | Queue order |
| Best for | Searching, filtering, bulk actions | Seeing progress | Claiming the next call |
| URL | ?tab=list | ?tab=kanban | ?tab=queues |
2. The columns
| # | Column | Holds | Comes from |
|---|---|---|---|
| 1 | Pipeline | The pipeline name | lead_pipelines — may be a pipeline this project cannot select |
| 2 | Lead Name & Details | Full name, with job title beneath | full_name, job_title |
| 3 | Assigned Queue | Queue name, or - | lead_queues |
| 4 | Contact Info | Email above phone | email, phone |
| 5 | Source & Origin | Source name with its icon | The configured lead sources |
| 6 | Lifecycle Stage | Stage chip, plus the score and a grade chip | lifecycle_stage, lead_score |
| 7 | Owner | Assigned user's display name | users |
| 8 | Lead Grade | A grade chip | Computed from the score — not the stored grade |
| 9 | Budget | Budget range, or - | budget_range |
| 10 | Actions | View · settings · Delete | — |
The Lead Grade column shows the grade held on the lead. Scoring keeps it up to date automatically, and a grade you set by hand is treated as deliberate and left alone.
The difference between the two, and when each is worth using, is in status, grade and score.
3. Step by step — finding a lead
Search
The Search leads… box matches name, email, company and phone.
Filters
| Filter | Values from |
|---|---|
| Pipeline | Pipelines visible to this project |
| Stage / status | Statuses of the chosen pipeline |
| Source | The active lead sources |
| Owner | Users enabled as agents |
| Grade | The configured grades |
| Lifecycle stage | The five fixed lifecycle values |
| Only My Leads | A checkbox — leads owned by you |
Every selector reads a configuration table. An empty Source filter means no sources are configured, not that filtering is broken.
Saved filters
A filter combination can be saved and recalled from the toolbar.
A filter you save is yours — it is not shared with the team and nobody else can change or remove it. Anyone who can view leads can save their own.
View modes
The toolbar switches between list and grid (card) layouts, and offers a fullscreen toggle.
View mode, fullscreen and the auto-refresh interval are stored and restored. If the list opens in an unexpected layout, that is why.
Auto-refresh
The list can refetch on an interval. Useful on a shared queue; disruptive while reading, because rows reorder underneath you as new leads arrive.
4. Field reference — what the row tells you
| Reading | Means |
|---|---|
| Pipeline populated, Lifecycle Stage chip present, no board position | The lead's status belongs to a pipeline this project cannot see |
| Pipeline blank | The lead has no pipeline. Imported leads arrive this way |
| Owner blank | No assignment rule matched, or no agents are enabled |
Score 0 | Normal. Scoring runs only on Recalculate |
| Grade chip disagreeing with the record | Section 2 |
5. The admin contract
| Needs | Or |
|---|---|
| A selected project | The list is empty |
| View Marketing Suites lead management | Access denied |
| Configured sources, pipelines, grades | Filters offer nothing |
| Enabled agents | The Owner filter is empty |
6. Downstream
Bulk actions taken here affect the board, the queues and every report — see bulk actions. Exporting from here is server-side and honours the current filters, unlike the contact and deal exports.
7. The Analytics tab
The fourth tab on this route is a compact analytics view, distinct from the Lead Analytics module.
This tab is part of mkt_manage_leads and needs only View Marketing Suites lead management. The five-report
Lead Analytics module is org_lead_analytics with a permission per report. They
show different things and are configured separately.
8. Don't confuse this with…
| This | Not this |
|---|---|
| The Analytics tab on this page | Lead Analytics and Reports |
| The Queues tab — working queues | Queue configuration |
| Lead Grade column | The grade stored on the lead |
9. Troubleshooting
| Symptom | Cause |
|---|---|
| List empty | No project selected, or no leads in this project |
| Rows reorder while reading | Auto-refresh is on |
| Grid layout on open | View state is remembered per project |
| A grade differs from the record | The column is computed. Section 2 |
| Export has fewer rows than expected | Leads export is server-side and complete — the contacts export is not |