Filter, Save Views and Update Leads in Bulk

Updated October 28, 2026·Capturing Leads·Share on X

The Leads table pages through every lead in your workspace on the server, so it stays fast with tens of thousands of leads.

Filters

Click Filters to narrow the table by:

  • Conference, owner (including Me and Unassigned) and company
  • Funnel stage
  • Next step: overdue, due today, scheduled, none, quiet, snoozed, or no next step needed
  • HubSpot sync status
  • Any custom field: equals, contains, at least, at most, empty or not empty

Search covers names, emails and companies.

Columns

Click Columns to choose what the table shows and in what order, including your custom fields. Use Move left and Move right to reorder. Drag a column edge to resize it.

Saved views

Set up filters, columns and sorting, then open the views menu and choose Save this view. Your views are listed under My views. Admins can Share with the workspace so everyone sees the same view, like "Hot leads from SaaStr".

Bulk actions

Click Select, tick leads (or select every lead matching your filters), then use the bar at the bottom:

  • Stage: move them to a funnel stage. Lost and disqualified ask for a reason.
  • Set next step: one follow-up per lead, assigned to a person or to each lead's owner.
  • Snooze or No next step needed, and Turn next steps back on
  • Add to list
  • Set custom field (leave it empty to clear the value)
  • Reassign owner and Delete (admins only)

Members can change leads they own or that have no owner. Up to 1,000 leads at a time.

Export

Export downloads a CSV of the leads matching your filters, or just the selected ones. Pick the columns, including owner, stage, next step, deals and custom fields. Admins can export everything in Settings, Export Data.

Possible duplicates

Duplicates lists leads that look like the same person. See Merge duplicate leads.

Tagsleadsfiltersviewsbulk-actionsexport
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