How to Search and Filter Your Leads

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How to Search and Filter Your Leads

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Lead Credits Explained Leads, Opportunities and Accounts Lead Status vs. Sub-Status Opportunities Explained How to Log a Note or Activity on a Lead How to Approve or Deny an Opportunity Request How to Assign a Lead to a Teammate How to Bulk-Reassign Leads How to Change a Lead's Status How to Create a Lead How to Edit a Lead's Information How to Find Available Leads and Check Your Credits How to Release a Lead Back to the Floor How to Link a Lead to an Account How to Manage Lead Credit Allotments How to Reserve an Opportunity How to Schedule a Callback on a Lead How to Search and Filter Your Leads

2 min readUpdated September 2, 2026

Note: this article merges three question-bank questions ("search/filter leads," "view leads across markets," "view individual lead markets") — they turned out to be one feature, not three. Also: the underlying code has filter fields for Lead ID, Contact, State, Source, and created/assigned date ranges, but none of them are wired to a visible control — only the filters listed below are actually reachable in the UI today.

Find specific leads in the Lead Browser, and switch between viewing all your leads or just the ones in a particular market.

Steps

Go to Leads to open the Lead Browser.
Along the top, market tabs let you switch context: All Markets, then one tab per market your organization has configured. Selecting a market tab filters the grid to only that market's leads (and, for a Residential Mortgage market, adds mortgage-specific columns like Loan Purpose).
Use the status tabs (All Leads, Selected, then one per top-level status) to narrow by status at a glance.
Use the filter row for more specific narrowing:
- Agent — defaults to yourself; pick another agent or "All Leads" to see everyone's.
- Status / Sub Status — Sub Status is disabled until you pick a Status.
- Vendor / Product — Product is disabled until you pick a Vendor.
- Loan Purpose — only shown when you're viewing a Residential Mortgage market.
- Callback — All / Scheduled / None.
Type in the Quick Search box (top right of the filter row) to search across the visible grid columns.

What you'll see

The grid updates live as you apply filters and switch tabs — no separate "search" button to click.

Other guides that answer questions close to this one.

How to Bulk-Reassign Leads

Move a batch of leads to a different team member in one action, from the Lead Browser. Before you start The right to manually reassign leads. (Different from the single-lead Assignment right — this is a separate, more…

Markets Explained

A Market is the top-level category every lead, vendor, and product belongs to in KamoCRM. Vendors and products are scoped to a single market each, and every lead is filed under one market. Every market has a two-level…

Lead Status vs. Sub-Status

Status vs. Sub-Status Every lead has both a Status and a Sub-Status — two distinct, separately-tracked fields, not one field with two names. Status is one of 5 fixed top-level stages: Fresh — newly arrived, not yet…