The Lead Manager queue

Work the one list that holds every lead — origin views, search, filter chips, the Filters drawer, bulk actions, and CSV import and Excel export.

LeadsLead Manager is the single queue for every lead in the workspace that has not been converted yet. Everything on the page narrows that one list: the view picker changes which leads are in scope, the chips and the Filters drawer narrow it further, and the selection bar acts on whatever is left.

Before you start

You need the Leads plan feature and the leads permission. View lets you read the queue; edit is needed for anything that changes a lead, including bulk actions, import and manual entry.

Converted leads are not missing

A lead that converts leaves the queue and lives on the client record instead. Lost leads are still here, but hidden — turn on Include lost leads in the Filters drawer to see them.

The Lead Manager queue with the metric cards, the queue lenses, the filter bar and the lead table — One list, narrowed three ways. The lenses and the origin views both carry live counts, so a lens reading zero is telling you something.

The header

Control	What it does
Add lead	Opens the full new-lead form
Quick add	Toggles a compact inline row for name, email, phone and company
Lead settings (gear)	Intake mode, first-touch SLA and the capture API integration
Outbound settings	Jumps to outbound controls
Automate	Opens the automation editor on the lead created trigger
Forms / Visitors	The two sibling surfaces. Visitors carries a pending-count badge

On a phone the secondary items collapse into one kebab; Add lead stays visible.

Origin views

The segmented control sets which leads are in scope. It is a view, not a filter, so it is not one of the chips you clear.

View	Holds
All	Everything in the queue
Local	Leads you entered, and leads that arrived through your own inbound channels
Cold outreach	Prospected leads and identified website visitors

Each option carries a live count.

Searching and filtering

Type in Search leads

Narrows the list as you type.

Use the Status and Owner chips

The two filters people reach for most sit directly on the bar.

Open Filters for the rest

Queue, Channel, Campaign, Tags and Include lost leads live in the drawer. The button carries a badge with the number of drawer filters you have applied.

Read the applied chips

Whatever you set in the drawer appears as a removable chip under the bar, so you can always see why the list is short.

Click Clear to start again

Clear appears as soon as anything is filtering the list.

Changing a filter clears your selection

Filters apply immediately — there is no Apply button — and every change drops the rows you had ticked. Finish a bulk action before you re-filter.

Queue lenses

FiltersQueue is the work lens, and each option carries a live count.

Lens	Shows
All	Every lead in the current view
My Leads	Leads assigned to you
Attention	Leads that are unassigned, past the first-touch SLA, or carrying a follow-up date of today or earlier. Do-not-contact leads are excluded
Unassigned	Leads with no owner. Do-not-contact leads are kept out
Blocked	Leads marked do-not-contact
Hot	Leads with an engagement score of 70 or more, or marked hot outright

Attention is wider than the SLA alone

People read Attention as the SLA lens and then cannot work out why a lead that is well inside its deadline is sitting in it. Three things put a lead there, not one — no owner, a breached first-touch SLA, or a follow-up that is due. Any of the three is enough.

Settings reference

Setting	What it changes	Default
All / Local / Cold outreach	The origin view. Local is your own inbound and manual leads; Cold outreach is prospecting and website visitor IDs.	All
Status	Pipeline stage: All statuses, New lead, Contacted, Qualified, Proposal sent, Negotiation, Won, Lost.	All statuses
Owner	All owners, Unassigned, Me, or a named teammate.	All owners
Queue	The work lens — All, My Leads, Attention, Unassigned, Blocked or Hot.	All
Channel	Filters by the source label on the lead, such as Website form, Google Ads, Referral, AI Prospecting, Website visitor, Typeform or Webflow.	All channels
Campaign	Any campaign, No campaign, or one specific ad campaign. Only appears once you have campaigns.	Any campaign
Tags	Shows leads carrying any of the selected tags.	Any tag
Include lost leads	Shows leads with status Lost. Forced on while the Status filter is set to Lost.	Off
Rows per page	Page size of the queue. 25, 50 or 100.	25

The Filters drawer open over the queue, showing Pipeline, Queue, People, Source and Tags — Everything the bar does not have room for. Changes apply as you make them — there is no Apply button, which is why a bulk selection does not survive one.

Bulk actions

Tick rows and a selection bar floats at the bottom of the screen — the page does not move. Select all N matching in the Actions menu takes the whole filtered set, not just the page you can see.

Control	What it does
Assign	Hands the selection to you or a named teammate
Do not contact	Applies the flag with a reason code, or Allow contact to clear it
Tag	Adds comma-separated tags to every selected lead
Add to campaign	Pushes the selection to Smartlead, a native Gmail sequence, or a marketing campaign
More	The longer tail, including voice agent hand-off and export
Delete	Removes the selected leads
Clear	Drops the selection

Tag writes are bounded — the popover shows the maximum number of tags per write and the character limit per tag. Campaign entries disable themselves when no selected lead is eligible for that destination.

Import and export

Both live under Lead ManagerActions.

Import CSV bulk-creates leads and matches existing ones by email, so a file containing addresses you already hold updates those leads rather than duplicating them.

Export leads opens the Export leads modal and produces an .xlsx file. Pick Leads to export (your current selection, or the whole filtered set) and tick the Columns you want. Large exports run in pages with a progress bar; if one fails partway through you get Retry export and Start a new export rather than a silent failure.

The Actions menu also carries Auto-assign N unassigned, which runs the router over the unassigned leads in the current view.

Troubleshooting

Symptom	Cause	Fix
A lead you know exists is not in the list	It converted, so it left the queue	Open the client record instead
Lost leads are missing	They are hidden by default	Turn on Include lost leads in the Filters drawer
Your ticked rows vanished	Changing a filter clears the selection	Re-select, then act before re-filtering
The list is short and you cannot see why	A drawer filter is applied	Read the chips under the filter bar, or click Clear
A lead inside its SLA is still in Attention	The lens also collects unassigned leads and leads with a follow-up due	Assign it, or move the follow-up date
Auto-assign does nothing	The routing pool is empty	Check the routing pool chip in Lead settings → Intake
An export stopped partway	A page of the export failed	Use Retry export, or Start a new export