Find leads and customers

Search and filter the All Leads and All Customers lists, switch between the list and the map, and open, edit or start work from any account row.

In the sidebar, open Accounts, then All Leads. The page addresses are /leads and /customers. Both pages are the same account list with the Lifecycle filter already set: All Leads shows accounts under Leads, All Customers shows accounts under Active. All Accounts (/accounts) shows everything.

Before you start

Your role needs permission to view accounts. If the sidebar has no Accounts section, ask your admin.

Steps

1. Type in the search box at the top. It matches account numbers, names, contacts, locations, email addresses and phone numbers. The list narrows as you type.
2. Press Filters to open more choices: Type (Household, Company or Other), Scope, Lead Source, Created Via, Tag, Sort, Order and Rows per page. The number on the button counts the filters you have on.
3. To open an account, select its name in the row.
4. To do something with an account without opening it, use the pencil button at the end of the row to edit it, or open the row's menu for Work Order, View, Project, Task and Archive. Work Order opens the Schedule with the Create & schedule sheet already filled in for that account; it only appears for active customers. Project and Task open the account's own Projects and Tasks tabs.
5. To add someone new, press the add button at the top. On All Leads it adds a lead and on All Customers it adds a customer, with the lifecycle already chosen. See Create an account.

What you see

• Each row shows the account name, its number, lifecycle status, type and the number of contacts and locations. Press Manage columns to pick which columns show, and Saved views to keep a filter set you use often.
• List and Map at the top switch between the table and a map of account locations. The map appears only when your organization has maps turned on. On the map, Account Location chooses whether to plot Service addresses, Billing addresses or Both, and each pin opens a card with Open account.
• No matches found. means your search or filters excluded everything. Press Clear filters to start over, or List All Accounts to drop the lifecycle preset too.
• No accounts yet. means the organization has no accounts at all.

If something looks different

• You changed Lifecycle to something other than the page's preset and landed on All Accounts. That is expected: All Leads and All Customers are shortcuts, and any other lifecycle choice opens the full list with that filter.
• Archived appears next to List and Map. Your role can restore accounts, so you can also see archived ones. See Archive or restore an account.
• Map is missing. Your organization has not turned on maps.
• The add button is greyed out with a message about the account limit. Your organization has reached its account limit; archive an account or ask your admin to raise the limit.

Open All Customers