Working your Leads list

Filters, the spreadsheet view and doing many at once.

Filters and search

The chips at the top of Leads show each group with its count: All open, To approve, Replied, Clients, Calls due, To call, Gone quiet and more. Tick Skipped & bounced to see those too. Sort & filter adds sorting, an industry filter, a tag filter and dates. The search box finds names, emails, phones, cities, notes and tags.

The spreadsheet view

On a computer, switch List to Spreadsheet. Pick the columns you want (contact, job title, phone, city, status, fit, their reply, last emailed, next step, notes, tags and more) and click a column title to sort.

Your columns, their order and widths are saved for you and are the same on every computer. Reset columns puts everything back.

Doing many at once

Press Select. Now a tap anywhere on a row selects it; only the company name opens the company. The bar at the top stays in view while you scroll: Select all, Research, Approve, Skip, Tags, Delete and Export CSV (account owner, paid plans). In Gone quiet there is also Revive, which writes each of them one fresh email.

More in Leads and emails

PreviousWhat the statuses meanNextTags and saved views
Still stuck?

Ask Roxy in the app, or write to hello@noviramoutreach.com.