HappierleadsDocs

Saved views

Save a set of filters as a view and open it again in one click.

Ask about this page View as Markdown Set up agent

Filter the table the way you like it once, save it as a view, and come back to it any time.

Try it on the real dashboard
  1. Filter the table.
  2. Save as view and give it a name.
  3. Set default to open it every time.

CSV Exports

Download your leads as a CSV: choose the sources and exactly which fields go in the file.

Tag leads

Group leads with your own tags, then filter by them or use them in automations.