Search, filter and bulk edit leads in the Leadnote app

In the Leadnote app, use Search for a name, organisation or phone number, use Sort & Filter to narrow the list, and press and hold a lead card to start selecting several leads for a bulk action. All of this works on the leads stored on your phone, so it also works offline.

Search

1. On the Leads tab tap the search icon in the toolbar.
2. Type part of a name, organisation, phone number or email. The hint says "Searches all leads on this phone".
3. Tap a result to open the lead, or tap Clear query to start again.

If nothing matches you see "No results found. Try changing the search term."

Choose a list

The list selector at the top of the Leads tab lets you pick one or several lists. Each list shows its lead count. Choose All Leads to see every list you may access.

Sort and filter

Tap Sort & Filter to open the Filter sheet.

• Sort By: Follow-up Date, Lead Stage, Lead Score, Recently acted, Created Date, Lead Name, Organization Name, ZIP Code, Potential or Deal Size. When you sort by follow-up date, the order is Yesterday, Today, Tomorrow, Future, Past and then To be set.
• Lead Stage: choose one or more stages.
• Assigned to: choose one or more users.
• Follow-up Date: All Days, Yesterday, Today, Tomorrow, Next 7 days, Last 7 days, All overdue, All upcoming or Follow-up date to be set.
• Show only favourite Leads.

Tap Apply to use the filter. Set as default saves your choice, and the app confirms "Saved as your default view". Use Clear filters to go back to the full list. A counter shows how many filters are active.

Advanced Filter

Tap Go to Advanced Filter for more conditions. They are grouped as:

Tap Apply, or Reset to clear the conditions.

Select several leads

1. Press and hold a lead card. The header changes to the number of selected leads, for example "3 Leads".
2. Tap more cards to add them. Tap Select all N leads to take every lead that matches the current filter.
3. Pick an action in the top bar, or open More options for the rest. Tap Cancel selection to leave without changing anything.

The app shows a message such as "Assigned 3 leads" or "1 lead moved". If some leads were locked you also see "N locked leads were skipped".

Swipe actions

Swipe a lead card to reveal quick actions: Call, WhatsApp and Follow-up. The call opens your phone dialer and WhatsApp opens the chat. See Call and message a lead.

Favourites

Open a lead and tap the star to Mark as favourite. In the filter you can then show only favourite leads. Favourites are saved on your phone for your own use. They are not shared with other devices or colleagues.

Offline behaviour

Bulk actions are saved on the phone and sent when you are online, so you can assign or move leads on a train. Leads show Not sent yet until they have reached the server. If an action is refused later, for example because you lost permission, the app keeps a note with Retry and Discard. For the whole picture read Offline mode and how sync works.

On the web the same filters have more room. See Search and filter leads.