workflow · Leads & CRM
Find a lead
Search and filter.
2 min to completeleads, searchUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads in your workspace
Why use this
You find a specific lead via search and filters.
Benefits:
- Search by name or email
- Filter to narrow the list
- Two-minute lookup
Who this is for: Viewer. Time to complete: ~2 minutes.
Outcome
You found the lead.
Steps
- Open /leads.
- Search by name or email.
- Apply filters.
- Open.
Related
- help-leads.