Save a filtered list of leads

Leads & pipeline

Save a filtered list of leads

Save a filter you use often, like “Hot, not called this week”, as a one-tap list.

Where to find it: Leads → Saved lists → Save list For everyone 5 min

The steps at a glance

Step 1 of 4

In the menu on the left, tap Leads. On a phone, tap the ☰ menu button at the top first.
In the Saved lists row, tap Save list.
Give it a List name, then choose Stage, Lead temperature, Assigned to, Not contacted for and more.
Tick Share with my team if everyone should see it, then save.

✅ How do I know it worked?

The list appears as a chip in Saved lists. Tap it any time.

⚠️ Common mistakes

ProblemA teammate can't see your list.FixEdit the list and tick Share with my team.