Overview
The Lead Central page includes a left-hand filter bar that lets you narrow your lead list by Category, Lead Type, and Smart Segments. This article explains how to access, apply, and clear those filters.
Note: If you do not see the filter bar, look for a white arrow along the left edge of the page. Selecting it will expand the bar.
Applying and Removing Filters
To apply a filter, select it from the left-hand criteria bar. You can select multiple filters at once. Active filters appear as tags along the top of your Lead Central page.
To remove a single filter, click the X next to that specific filter tag. To clear all active filters at once, click the Clear option on the right side of the filter bar. Your full lead list will reload with no filters applied.
Tip: To save a filtered view for future use, click Save Smart Segment before clearing.
Filter Options
Filter by Assigned Agent (For Broker/Admins Only): Broker/Admins can filter the lead list by a specific assigned agent. This filter is not available to standard agent accounts.
Lead Type: Filter leads by type: Buyers, Sellers, and/or Buy/Sell. When no Lead Types are selected, all types are displayed.
Category: Filter leads by their assigned category. Categories appear grayed out until selected. When no categories are selected, leads from all categories are displayed.
All Active: Displays all leads within the active categories: New, Qualify, Hot, Nurture, and Watch.
New Leads: Displays all leads within the New category.
Not Contacted: Displays all leads across the active categories that have not had a call logged for them by anyone on your team.
Today's To-Dos: Calls: Displays all leads that have a Call To-Do scheduled for the current day.
Birthdays: Next 7 Days: Displays all leads with a Birthday listed in their profile that falls within the next 7 days, on a rolling basis.
Once a filter or filters have been selected, you can view the selections along the top of your Lead Central page.
Can't Find Leads?
If you are unable to find a lead or your lead list appears empty, active filters may be hiding results. To clear filters on desktop:
Look at the filter bar just above your lead list — you will see active filters displayed as tags (e.g., Hot, Nurture, Agent: Joe Broker, Registration Date: Today).
Click Clear on the right side of the filter bar to remove all filters at once.
Your full lead list will reload with no filters applied.
If you only want to remove one filter, click the X next to that specific filter tag instead of using Clear.