What you'll learn
This guide shows you how to customise your OneLead views so you can work faster, stay organised, and see the information that matters most.
Why customise your views?
Customising your views helps you:
- Reduce clutter and focus on priorities
- Find customers faster
- Keep your workflows consistent across devices
- Review only the records that matter right now
What you can customise
Depending on your permissions and view type, you can customise:
Available in all views
- Filters
- Search criteria
Intent View
- Not Set
- Hot
- Warm
- Cold
Stage View
- New Lead
- Discovery
- Presentation
- Test Drive
- Quote
- Sold
- Lost
AI Assistant
- Today
- Yesterday
- Last 7 Days
- Older
Using Filters
Filters help you narrow your customer list quickly. You can filter by dates, assigned users, and more.
📱 Mobile App (iOS & Android)
On mobile, filters appear in a slide-up panel with simple tap options.
Opening the Filters Panel
Step 1: Tap the filter icon (funnel) in the top-right
Step 2: The Customer Filters screen opens
On mobile, filters appear in a full-screen slide-up panel with quick tap options.
Mobile Filter Options
Created On
Filter customers by when they were added:
- Today
- This Week
- This Month
- Last Month
Use this to review new leads or recent activity.
Appointment Date
See customers with upcoming appointments:
- Today
- Tomorrow
- This Week
- Next Week
Useful for planning your day and preparing for visits.
Follow-up Date
See who needs follow-up attention:
- Today
- Tomorrow
- This Week
- Next Week
Useful for staying on top of callbacks and overdue follow-ups.
Team Member
Filter by consultant or assigned user.
Examples:
- AB — Alex Bompane
- AC — Alexium Consultant
Use this to view only your leads or those assigned to a specific consultant.
Applying & Clearing Filters
Apply Filters:
Tap Apply Filters to update your customer list.
Reset All:
Tap Reset All to clear all filters and return to your default list.
Search Customisation
Search works across:
- Names
- Emails
- Phone numbers
- Notes
- Tags
Results update in real time.
Customise card information
You may be able to choose what appears on cards:
Customer Detail
- Phone Number
- Home Address
Intent
- Hot
- Warm
- Cold
- Not Set
Pipeline Stage
- New Lead
- Discovery
- Presentation
- Test Drive
- Quote
- Sold
- Lost
Appointments
- Today
- Tomorrow
- Later
- Older
- Not Set
Follow-ups
- Today
- Tomorrow
- Later
- Older
- Not Set
Best Practices
Do:
- Use filters to narrow long lists
- Use Pipeline for daily workflow and visual organisation
- Use Expanded View when working in detail
- Use Compact View for speed
Don’t:
- Rely on Table View on mobile
- Leave filters applied accidentally
- Overwhelm yourself with too many criteria
Reset to default
If you want to remove your customisations, tap or click Reset All
Your view resets to the system defaults.