Opening the Leads section
Leads sits in the top group of the left-hand navigation, directly below Dashboard - enquiries are work arriving that needs answering today, so they are one click from wherever you are. Select Leads to open the inbox.
Your inbox
When you open Leads you will see a list of enquiries assigned to you that require action, with the search box and Filter button above it.
Each entry in the inbox displays:
The lead's name (first and last name from the original enquiry). A small blue dot to the left marks a lead that's brand new - one that hasn't been worked yet.
When the enquiry arrived - shown as a relative time (for example, "3 hours ago", "yesterday", "6 months ago") next to the name. Hover over the time to see the exact date and time.
The enquired property's address, when the lead is linked to one, on its own line.
A market and role line - for example "Sales · Vendor" or "Lettings · Applicant" - derived from the original enquiry. If the enquiry doesn't say what the person is after, this reads Unknown until you qualify the lead.
For a lead you've already finished with (Completed or Rejected, only visible once you switch on Show all statuses), a small archive icon replaces the blue dot, the row's text dims, and the status is named on the market/role line - for example "Sales · Vendor · Rejected (Spam)" - see What do the different lead statuses mean?. An in-progress lead doesn't carry its status on the row at all - open it to see exactly where it stands.
Searching your inbox
The search box sits at the top of the inbox, beside the Filter button. Type a name or part of a property address to narrow the list - it tolerates typos and dropped letters, so "dntst" still finds "Dan Test". Typing more than one word narrows further: "dan mk18" finds Dan's lead only if his property's postcode is MK18.
Search only looks at leads the inbox has already loaded, not your whole history - it can't find a lead further down a long inbox that hasn't scrolled into view yet. If you don't get the result you expect, try scrolling to load more first, or narrow the inbox with a filter.
You can work the results from the keyboard without reaching for the mouse: press Down in the search box to step into the list, Up and Down to move between leads, Home and End to jump to either end, and Enter to open the one you're on. Up from the first lead takes you back to the search box to keep typing. The number of matching leads is announced as you type, so a screen reader hears the list narrow.
Filtering your inbox
The Filter button sits at the top of the inbox, beside the search box. It opens a panel with the market chips at the top, then a row per setting, and the Show all statuses switch below a divider.
Market - All, Sales or Lettings, shown as chips so you can see and change it in one tap. Tapping the chip that is already on turns it off again.
Sent by - Anyone, Applicant, or the other side of the enquiry. The other side's label follows Market: Vendor once you've chosen Sales, Landlord once you've chosen Lettings, or Landlord/Vendor while Market is still All.
Received - Today, Last 7 days, Last 30 days (the default), Last 3 months or Any time. These count back from now rather than from the start of a week or month, so Last 30 days always means a full thirty days. Choose Any time to search the whole archive.
Ordering - Newest first (the default), Oldest first, Recently updated or Longest untouched (the leads going stale).
Show new only - off by default. Switch it on to leave just the leads nobody has picked up yet: the ones marked with a blue dot, with no contact record attached. Like the search box, it narrows the leads the inbox has already loaded rather than asking for a fresh set, so on a long inbox scroll to load more first.
Show all statuses - off by default, so leads you have finished with are hidden: the inbox opens on what still needs doing. Switch it on to bring back leads marked Completed or Rejected. Beyond Show new only above, it isn't currently possible to filter to a single in-progress status such as Contact added - that needs a change to the underlying data and is being looked at with the wider status work.
The rows combine: Lettings with Applicant shows only lettings applicants, while Lettings with All senders shows both lettings applicants and lettings properties.
The inbox opens already narrowed: the last 30 days, with resolved leads hidden. Changes apply straight away and the panel stays open, so you can set several rows in one visit. The count above the inbox updates to show how many leads match.
Ordering is not a filter: it changes the order of the inbox without hiding anything, so Reset leaves it alone.
Set a row back to All, Anyone or Any time to widen it again, or use Reset at the bottom of the panel to go back to the default view in one step. Reset only appears once something differs from that default, and it leaves your chosen Ordering alone.
The settings also appear in the page address - for example ?market=lettings&side=property&range=30d - which is what makes a filtered inbox shareable. Because Received stores the window rather than the dates, a link you share still means "the last 30 days" whenever the other person opens it.
Note that filtering by market or sender only returns leads the enquiry actually identifies. An enquiry that arrived without saying what the person is after - the ones whose role tag reads Unknown - won't appear under any filter, so clear your filters if you're looking for one.
Your filters are held in the page address, so a filtered inbox can be bookmarked or shared with a colleague, and it survives a page refresh. Opening a lead keeps your filters in place.
If nothing matches, the inbox says "No matching leads" - with "Try broadening your filters" for a filter, or "Try a different search" when it was the search box that found nothing - so a filtered or searched inbox is never mistaken for an empty one.
Scrolling a long inbox
The inbox scrolls through every lead it contains, however many that is. The scrollbar reflects the size of the whole inbox from the moment it opens, so you can drag it straight to the middle or the end rather than working down a page at a time. Leads load as you reach them: rows briefly show as placeholders and then fill in, which keeps a large inbox quick to open and quick to scroll.
Selecting a lead
Click any lead in the inbox to open it in the detail view on the right-hand side of the screen. The selected lead is highlighted with a shaded background so you can see which one is active. The URL updates to reflect the selected lead, so you can bookmark or share a direct link to any lead in your inbox - including one far down the list.
Right-click a lead for quick actions
Right-click any lead in the inbox to act on it without opening it first. The menu offers:
Open - opens the lead in the detail view, the same as clicking it.
View contact - opens the lead's contact record in a new browser tab, so the inbox stays where you left it. Only shown once the lead is linked to a contact.
A link for each of that contact's active personas: View sales applicant (in a new tab), View landlord, or View vendor's property, which opens the property the vendor is selling. Archived personas are left out, and lettings applicants aren't listed yet. These appear a moment after the menu opens, once the CRM has looked them up.
Mark as uncontactable, Mark as spam and Mark as duplicate - rejects the lead straight away, exactly as the More actions menu on the lead itself does. Only shown on a lead that is still open. With the default filters the lead then leaves the inbox; if you change your mind, open it (turn on Show all statuses to find it) and use Reopen lead.
Items that open in a new tab are marked with a small arrow icon on the right.
No leads
If the leads list shows "No leads", there are no leads currently needing attention, and the detail view on the right stays blank since there is nothing to select. New enquiries will appear here automatically as they arrive - leads flow in from connected channels rather than being entered by hand.
Check the filters before concluding the list is empty - remember it opens showing only the last 30 days, with resolved leads hidden, and the count always reflects the filter in force.
Leads you have finished with - marked Completed, or Rejected - are hidden from the inbox by default, and the count above it leaves them out too. Turn on Show all statuses in the filter panel to bring them back; they are then identified by their dimmed row and the status named on the market/role line (see What do the different lead statuses mean?). Either way the list and the count always agree with each other.