Leads filters narrow the board. Use Filter or Add filter, then switch Kanban or List. The same cards sit on New, Qualified, Meeting, Won, or Lost.
Add a filter
Open Leads.
Select Filter or Add filter. The picker says "Filter by...".
Choose a group, then a value.
Add more filters if you need them. Select Clear all to drop them.
Switch Kanban for columns or List for rows. Default is Kanban.
Owner values are Mine, Unassigned, and each teammate name. Due values are Overdue, Upcoming, and No date. Stage values are New, Qualified, Meeting, Won, and Lost. Priority values are None, Low, Medium, and High. Source values are Manual, Unibox, Campaign, Import, and Other.
Next step values include Call, Send an email, Message on LinkedIn, Send a proposal, Book a meeting, Follow up, Send a contract, Schedule a demo, and Make an introduction. Custom next steps you typed also appear.
Empty board
When filters hide every card, the board says "No leads match these filters." With no cards at all it says "No cards yet. Add a contact from Contacts or Unibox, or enroll a list from a campaign."
Filters do not send LinkedIn. A next step is a human follow-up label. Tasks live on the lead.