Once you've got more than a handful of leads, you'll want to narrow the list down and act on several at once — that's what Filters and Actions are for.
Filtering leads
Click Filters to narrow the list down. You can filter by:
Disposition — Open or Closed. Closed dispositions (like a lead you've marked Sold) are hidden by default — only Open is checked out of the box.
Source — where each lead came from.
Status — the specific disposition values, each with a live count.
Date added — a date range.
Heads up: Closing out a lead's disposition doesn't remove it from AdvantaCRM — it just gets hidden by the default Open filter. Check Closed under Disposition to see it again. See "Removing a lead" below for how to actually take one off this list.
Bulk actions
Select one or more leads with the checkboxes to reveal the Actions menu, showing how many you've selected.
From here you can:
Selection — Select all results, or Deselect all.
Outreach — Email the selected leads, or add them to a flow.
Lead Management — Update status, set a follow-up, update source, or reassign to another agent.
Data — Copy emails or phone numbers to your clipboard.
Export — Export to CSV, or export as a mailing list.
Danger Zone — Remove from leads...
Removing a lead
Closing a lead's disposition only hides it — it doesn't remove it. To actually take a lead off this list, either:
Select it on the Leads page and choose Remove from leads... under Actions, or
Open that client's profile and remove it from the profile's own Actions menu.