> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing and searching leads

> Kanban for working the pipeline, table for filtering and bulk actions.

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

## Which one to use

|            | Best for                                                                              |
| ---------- | ------------------------------------------------------------------------------------- |
| **Kanban** | Working the pipeline day to day. Drag leads between stages, see where everything sits |
| **Table**  | Filtering, sorting, bulk actions, and exporting                                       |

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

## 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.

<Tip>
  Sort by date with the oldest first once a week. Leads nobody has touched are the ones costing you money.
</Tip>

## Working with leads

* **Reassign** — move a lead to a different rep. This starts a fresh reach-out cycle under your current [escalation policy](/sales-agent/crm/lead-routing).
* **Change stage** — drag on the Kanban board, or edit in the drawer.
* **Open the details** — click any lead to open the [lead drawer](/sales-agent/crm/lead-details).
* **Export** — see [exporting leads](/sales-agent/crm/export).

Bulk actions are available in the table view when you select several rows.