Search, sort and filter

Find one lead in a long list, put the list in the order you actually work in, and narrow it down to the leads you mean.

A list of two hundred leads is only useful if you can cut it down. Three controls do that, and they all sit along the top of the list.

Steps

Search the list you are in
The box at the top searches the list you have open — it is labelled with that list’s name. Type part of a name, a phone number or an email.
Open sort and filter
On a phone they live behind the three dots at the top right. On a computer they are their own buttons in the toolbar.
Choose an order
Under Sorting Options: Sort by Name, Sort by Date Created or Sort by Last Interacted. Then Sort Ascending or Sort Descending for which end comes first.
Narrow it down
Lead Type Filtering keeps only personal or only business leads. Date Range Filtering cuts the list to Last 7 Days, Last 30 Days or a range you pick.

Sort your leads with lists and categories
Lead Manager gives you three lists and as many categories as you want to name, so a busy list turns into a board you can read at a glance.
What the coloured dot on a lead means
The dot at the front of every lead says how long it has been since you touched that lead — blue for the last one, then green, yellow and red as it ages.
Archive a lead, and get it back
Move a finished lead out of the way without losing it — everything you wrote stays on the lead, and one menu item brings it back.

Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.

Last checked against the app on September 22, 2026.