DocsLead groups
Getting started
Hooks and integrations
Core concepts
Privacy and data
Query builder (Hook)
Troubleshooting
Feature reference
Lead groups
A group is a named list of leads on the Leads page, filled by hand or by a hook. Use groups to keep track of the leads you are working on. A group has no rules of its own and sends no notifications.
Using groups
For example, after a week of calls, select the two leads that agreed to a proposal, choose New group from selection and name it "Proposal sent". Everyone on the site now has a "Proposal sent" tab above the table.
- Tabs above the table: All leads, then one tab per group with its count. The open tab is kept in the address bar.
- Selection bar: tick leads to Add to group, create a New group from selection, Remove from the open group, or Clear.
- Group settings: name, and who sees it: Teammates (the default) or Only me. The same dialog renames or deletes the group.
How it works
- A lead in a group stays in All leads. One lead can be in several groups.
- Deleting a group deletes the list, not its leads.
- A hook with Add lead to group set adds every lead it catches to that group.
- The group's creator, or an owner or admin, can rename or delete it. A group set to Only me is visible to its creator only.
Limits and troubleshooting
- Up to 30 groups per site.
- An empty group shows "This group is empty." Add leads from All leads.
- A teammate cannot see a group set to Only me. Change it to Teammates.