Find CRM leads

Goal

Find, filter, and open leads in list or kanban mode.

Who it is for

Sales clerk with crm.view.

Preconditions

• Module crm enabled; permission crm.view.
• Without crm.view_all, you see your own leads, teammates’ leads when records are shared within sales teams, the leads of teams you manage, and unassigned leads when the claim-pool policy allows it.

Steps

1. Open CRM → Pipeline → Leads.
2. Switch List or Kanban (kanban hides Merged).
3. Filter / search; use saved views and column picker on the list grid.
4. Open a row for detail (convert, merge, route, activities).
5. Choose Capture lead (crm.manage) to create.
6. Optional: select rows for Bulk actions (assign owner, set status, add tag), Import leads, or Export CSV (crm.export).

Result

You can locate the lead and continue qualify / convert / activity follow-up.

Related

• Capture a lead
• Convert and merge