Filter your leads
Filters help you focus on a specific subset of your leads — for example, only leads assigned to you, or leads with a particular status.
Apply a filter
Click the filter icon
On the Leads page, click the filter icon (funnel) in the toolbar, next to the Select View dropdown.
Choose a filter field
A filter drawer opens on the right side. Select the field you want to filter by. Available filter fields include:
Select your filter values
Choose one or more values from the dropdown. For example, select specific team members under Lead Owner to see only their leads.
Click Apply
Click Apply to update the Leads table. Only leads matching your filter criteria will be shown.
Available filter fields
| Filter | What it does |
|---|---|
| Lead Owner | Show leads assigned to specific team members |
| UW Analyst | Filter by the underwriting analyst assigned |
| Partner Owner | Filter by the partner owner assigned |
| Company Status | Show leads with a specific status (e.g., New, In Progress) |
Additional filter fields may be available depending on your organization's configuration. Some columns support multi-select filters, date range filters, or numeric range filters.
Filter types
- Multi-select — Pick one or more values from a searchable dropdown (most common)
- Date range — Select a start and end date to filter by time period
- Numeric range — Set minimum and maximum values for number-based fields
See active filters
When filters are applied, the filter button turns purple and shows a Filters Applied badge with a count. This makes it easy to see at a glance that the table is filtered.
Clear all filters
Click the X icon next to the Filters Applied badge to remove all filters and return to the full Leads view.
After applying filters you use frequently, save them as a view so you don't have to reapply them every time. Learn how in Save and manage views.
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