> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnexor.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage leads

> Find leads across Agents, use the available filters, customize the table, and understand which actions the dashboard supports.

Open **Leads** to find records across Agents and review each lead's source, assignment, stage, and contact information. Select a row to open its full details and conversation.

## Add leads

The **New** menu has three entry points: **Add manually**, **Upload CSV or XLSX**, and **API**. Incoming webhooks are managed separately from **Integrations → Custom connection**.

<CardGroup cols={2}>
  <Card title="Add manually" icon="user-plus" href="/docs/en/guides/agents/leads/manual-upload">
    Create one lead and optionally assign an Agent.
  </Card>

  <Card title="Upload a file" icon="file-spreadsheet" href="/docs/en/guides/agents/leads/csv-upload">
    Import and map a CSV or XLSX file.
  </Card>

  <Card title="Use the API" icon="code" href="/docs/en/guides/agents/leads/api">
    Create leads from a system that uses Nexor's Public API.
  </Card>

  <Card title="Custom connection" icon="webhook" href="/docs/en/guides/integrations/custom-connection">
    Configure an incoming webhook or an API-key input door.
  </Card>
</CardGroup>

## Find a lead

Search checks first name, last name, email, phone, and company. Search terms can match across those fields.

Open **Filters** to narrow the list by:

* Agents
* Stage
* Team
* Source
* Variables, when collected variables are available on the loaded leads
* Tags
* Date, including today, the last 7, 30, or 90 days, historical records, the billing period, or a custom range
* **Show test**, to include [test leads](/docs/en/guides/agents/leads/test-leads)

Each active filter appears as a chip beside the search. Remove one chip to clear that filter, or select **Clear all** in the Filters menu.

<Note>
  Stages belong to a specific Agent. Choosing another Agent clears the selected stages so a stage from the previous Agent is not applied to the new result.
</Note>

### Source and variable filter scope

Agent, stage, team, tags, date, and search narrow the results before the page loads. Source and variable filters act only on the page of leads that is already loaded.

This means a page can contain fewer rows than its page-size setting while one of those two filters is active, and the total can still include leads on other pages that do not match. Use the other filters first when you need to narrow a large list.

## Keep or reset the view

The dashboard saves the selected filters in local browser storage for the current account. The search text is not saved. These preferences do not sync to another browser, device, or teammate.

Use **Columns** to show, hide, or reorder the table fields. **Name** always remains visible. The column layout is also saved in that browser for the Leads table.

## Work with one lead at a time

Select a row to open [Lead details and conversations](/docs/en/guides/agents/leads/conversations). The dashboard list does not currently have row checkboxes or a bulk-action menu. Changes such as editing contact data, moving a stage, assigning a teammate, pausing automation, or deleting a lead are made from the individual record.

## Member access

Members use **My Leads**, which focuses on leads assigned to them and provides search, stage, and date controls. In a lead record, management controls such as editing fields, changing the stage, changing tags or assignment, assigning an Agent, pausing automation, and deleting are hidden or read-only for a Member. If the record is assigned to another teammate, its email and phone can appear as **Private**.

See [Members, roles, and access](/docs/en/guides/account/members-and-roles) for the complete role boundaries.