Search, Filtering & Sorting

Leadflip's CRM provides search, filtering, and sorting to help you find and organize leads quickly. Use these tools to focus on specific segments—for example, unassigned leads, leads from a certain source, or leads created in the last week.

Search

The search bar at the top of the CRM performs a full-text search across lead fields.

• What's searched – Text-based fields (name, email, phone, notes, custom text fields) that are not encrypted.
• How it works – Type a query and results update as you type (search-as-you-type). Matches are highlighted.
• Encrypted fields – Encrypted fields cannot be searched. If a field is marked as encrypted in your Entity (e.g., for PII compliance), it is excluded from search. Use filters on non-encrypted fields instead, or decrypt data in secure contexts if your process requires it.

Tip: Search is case-insensitive and typically matches partial strings (e.g., "john" matches "john@example.com").

Filtering

Filters narrow the visible leads by specific criteria.

1. Click the Filter icon (or "Filters" button) next to the search bar.
2. Choose one or more filter conditions:
   • Status – One or more status groups (e.g., "New", "Contacted")
   • Assignee – Assigned to a specific user or unassigned
   • Date range – Created at, updated at, or custom date fields
   • Custom fields – Select, multi-select, checkbox, number ranges
3. Apply the filter. The Kanban board and any list views update to show only matching leads.
4. Clear individual filters or reset all to see everything again.

Note: Encrypted fields cannot be used in filters. Filters only apply to non-encrypted fields.

Sorting

Sorting controls the order in which leads appear within each column (or in list views).

• Sort options – Typically by created date, updated date, or custom fields (name, priority, etc.).
• Direction – Ascending or descending.
• Encrypted fields – Encrypted fields cannot be used for sorting. Use non-encrypted fields only.

Combining Search, Filters, and Sort

You can use all three together:

1. Search for "acme" to find leads mentioning that term.
2. Filter by status "New" and assignee "Unassigned".
3. Sort by created date, newest first.

The result: newest unassigned leads in "New" status that match "acme".

Best Practices

• Start broad, then narrow – Use search first for quick lookups; add filters for complex segments.
• Reuse filter combinations – Remember which filter combinations work well for your process (e.g., "Unassigned" + status "New") so you can apply them quickly.
• Know your encrypted fields – If you can't find a lead by searching, check whether the field is encrypted. Use other fields or filters instead.

Next Steps

• Assign filtered leads in bulk
• View lead details