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CRM Lead Inquiry

Lead Inquiry

A searchable, filterable list for finding and reviewing leads and opportunities.

Filters

  • Lead Status — New, Contacted, Qualified, Won, Converted, Lost, or All
  • Lead Source — Filter by origin
  • Priority — Normal, Low, Medium, High, or All
  • Sales Team — Filter by team
  • Search — Free-text search across name, company, email, and other fields
  • Date Range (From/To) — Filter by creation date (defaults to last 30 days)
  • Type — Leads Only, Opportunities Only, or Both

Results Table

Columns displayed:

  • Ref — Lead reference number
  • Name — Lead title
  • Organization — Company name
  • Email — Contact email
  • Phone — Phone number
  • Source — Lead source name
  • Status — Color-coded status badge
  • Priority — Color-coded priority badge
  • Score — Probability percentage
  • Team — Sales team name
  • Assigned To — Salesperson name
  • Created — Date created
  • View — Link to Lead Entry or Opportunity Entry based on type

Up to 200 records per page. Result count is displayed at top.

See Also