Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access to the relevant lead area. Your workspace's labels and permissions can affect what appears.

What you’ll see

The lead filters on a phone, where you narrow the list by tags, list, stage, status or score. See all 3 screenshots

Review a lead without changing it

  1. Open the appropriate lifecycle list: Imported List, Validated Leads, Marketing Qualified, Sales Qualified, or Unqualified.
  2. Use the shared search to narrow the records. Read the lifecycle counts alongside the results; a lead may exist in a different lifecycle from the one currently open.
  3. If the current list has no matches, follow the offered matching lifecycle or suggestion. Related-contact results open the parent lead; linked-lead results open the lead identified by that link.
  4. Open the intended record and check its identity in the lead record before editing or contacting anyone.

An empty Imported list can be normal after a successful import: records that passed validation appear under Validated. An account with no leads presents an import starting point. These are different situations from a search that finds nothing in the current lifecycle.

Select records carefully

Selecting leads reveals bulk actions. Selection is cleared when switching lifecycle tabs. Before using any bulk action, recheck the selected records and the count in the action panel. Tags, lists, and tasks change stored information; bulk email and message panels lead into outbound communication. Browsing a list does not authorize sending to that list.

If the page says it is showing only the first matches, refine the search. Do not treat the visible rows as a complete export or assume that every matching record has been selected.

Check the result and recover

Successful browsing means the intended lead opens with the expected details. After an authorized edit, verify the saved record separately; a row moving on screen is insufficient evidence of persistence. For Lead results could not be loaded, use Try again. Clear the search and check other lifecycle tabs before concluding that an imported lead is missing.

Related guides: Import, Pipeline, Communication.

Detailed guides

More guides

For individual intake, read Add a lead manually; Save & Research Lead starts research as well as saving. For bulk changes, read Mass update before selecting records.

Screenshots

The lead filters on a phone, where you narrow the list by tags, list, stage, status or score.
The Leads page on Validated Leads, with counts for each stage above your list of scored leads.
The Leads list on a phone, with the Imported and Validated counts at the top and your leads below.