Why has it been changed?
Understanding your lead data is more important than ever. That’s why we’ve redesigned the Leads page to be:
⚡ Lightning fast – thousands of leads returned in seconds
🛠️ Customisable – tailor the view to your preferences
📁 Export-free – no need to download a CSV (unless you want to!)
With thousands of users accessing lead data daily, this update gives you full control—whether you want a quick overview or to dig into the details.
🔍 Where to Find It
Head to the Contacts tab in the navigation bar and click Leads.
🧩 Customise Your View
The Leads list behaves like a smart spreadsheet with default columns that you can personalise:
Drag and reorder columns
Expand column widths
Scroll sideways for more data
🔄 If you want to reset, just refresh the page or click Clear Filters.
➖➕ Remove or Add Columns
To clean up your view:
Hover over a column header and click the three lines (☰)
Click the dialpad icon to open the column selector
Tick/untick columns to show or hide them
📌 Pinning Important Columns
Keep key data visible by pinning columns.
Click the three lines (☰) on a column header
Select Pin Left or Pin Right
Pinned columns will show a 📌 icon.
📄 Pagination & Page Size
If you have lots of leads:
Use pagination controls at the bottom
Change page size via the dropdown menu
🎯 Filter Your Lead Data
Use filters to focus on what matters. Filter by:
🧍 Name
💬 Treatment
💷 Treatment value
📆 Journey stage (e.g. consultation booked)
🔄 Status (active or paused)
🌍 Source
Filters live on the right-hand side of the Leads page.
You can also use column-specific filters via the three-line (☰) menu.
↕️ Sort by Columns
Click a column header to sort:
Alphabetical (A–Z or Z–A)
Value (low to high or high to low)
Note: Not all columns can be sorted (e.g. phone numbers).
💾 Save Your Filters
Apply filters
Click Save Filter
Name it and save
Your saved filters are user-specific, so you won’t affect your colleagues’ views.
If its greyed out that means no filters have yet been set.
👀 Reviewing the Lead List
Click any First Name or Last Name to jump into the lead’s profile
See how many treatment enquiries a lead has
Use Collapse Treatment Enquiries to streamline the view
See the new metric: ⏱️ Time to First Contact
You can also now see the time to first contact per lead, which is a new metric!
📥 Exporting Your Data
Want to take your data offline?
Click Download Leads
Confirm you're handling personal data
Click Export
⚙️ Customise Your Download
After hitting Export, click Customise Export:
Untick everything or start fresh
Select only the data fields you need
Then click Export again.
📂 Where Does the Download Go?
It goes to your computer’s Downloads folder. In Chrome, check via the ⋮ menu → Downloads.
🧾 What’s a CSV?
A CSV (Comma-Separated Values) file is a spreadsheet format widely used for importing contact data into platforms like email tools.
You can open it with Excel and save it as an .xlsx file if needed.