How to favorite a lead

Favoriting marks a lead with a star so you can find them quickly later. It's the right tool for "this person is important — don't lose them in the list."

Favorite a lead

1. Find the lead in any list view, or open their Lead Details page.

2. Tap the star icon next to the lead's name or in the header of the Lead Details page.

View your favorited leads

1. Go to the Leads page.

2. Tap the Favorites pill button at the top. The orange circle on the button shows how many leads you've favorited.

3. The list filters to favorited leads only.

   

   Leads list with Favorites filter

Remove a lead from favorites

Tap the star icon again next to the lead's name or in the header of the Lead Details page. The star unfills and the lead drops out of the Favorites view.

When to use Favorites vs Qualifiers

Favorites are a personal, lightweight signal — a way for you to flag leads worth coming back to. They aren't part of your qualifier taxonomy and don't sync to your CRM as a field.

For anything you want to filter, report on, or trigger CRM workflows from, use qualifiers instead. See How to add a qualifier to a lead.