Find and filter leads
Search the lead list and narrow it by score, tier, source, or business details.
Use search and filters to narrow the lead list for the selected market and team. The result updates the table, export, and saved-view work you do next.
Before you start
Check the market and team in the top bar. Leads and filter choices change with that selection.
Find a lead
Search for a business
Enter a name, address, or phone number in Search name, address or phone. Pause after typing so the result can update.
Open the filters
Select Filters. The panel opens above the table with Tier, Source, and Minimum score at the top.
Narrow the list
Set the filters you need. After the first three come details such as neighborhood, cuisine, booking provider, POS system, and manager contact, and the available choices follow the selected team's industry and existing lead data. Close the panel to see the result: each active filter appears above the table as a chip you can remove, and the counts on the tab and below the table both drop to the filtered total.
Sort the result
Use Sort by and Sort direction to choose which leads appear first. The page count updates without clearing the filters.
Active filters appear above the results. Select the remove control on one filter to clear only that filter, or select Clear filters to start again.
If No leads match this view appears, remove one filter or clear the search. If Run the discovery pipeline to start collecting leads appears, the selected team has no lead data yet.