Filtering leads

Build precise segments with the Filters panel.

Updated Sep 10, 2026 1 min read

Steps

  1. Go to Leads and click Filters.
  2. Combine any of: Name, Email, Company, Job title, Location, Campaign, Created from and Created to, and a Custom field with a value.
  3. Narrow further with the Lead status checkboxes and Tag checkboxes.
  4. Apply.

What to do with the result

Select all matching leads and use Bulk actions to add them to a list, add them to a campaign, tag them, change status or export them.

Important notes

Filters are a live view, not a saved segment. Add the result to a list if you want it to persist.

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