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Two views of the same leads. Switch between them at the top of the CRM page.

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Which one to use

Most teams live in Kanban and drop into the table when they need to slice the list.

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Finding a lead

Search matches buyer name, contact details, and vehicle interest. Filters narrow by lead type, stage, assigned rep, and date. In the table view you can combine filters and then export exactly that set. Sorting is available on the table’s columns, so you can put oldest-first to find leads going stale.
Sort by date with the oldest first once a week. Leads nobody has touched are the ones costing you money.

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Working with leads

  • Reassign — move a lead to a different rep. This starts a fresh reach-out cycle under your current escalation policy.
  • Change stage — drag on the Kanban board, or edit in the drawer.
  • Open the details — click any lead to open the lead drawer.
  • Export — see exporting leads.
Bulk actions are available in the table view when you select several rows.