Browse and Filter Leads

The leads page is where you'll spend most of your time in Obert. It's a fully customizable data table with powerful filtering, sorting, and grouping.

Navigate the leads table

The leads table has several built-in views accessible from the tabs at the top:

• Pending Approval — leads discovered by signals, waiting for your review
• All — every lead in your database
• High ICP — leads with the highest ICP scores

Click any lead row to open their full profile.

Filter leads

1. Click the Filter button in the toolbar above the table.
2. Choose a filter dimension:
   • Status — pending, approved, rejected
   • ICP score — high, medium, low
   • Source — which signal or import brought them in
   • List — membership in a specific list
   • Campaign — enrollment in a specific campaign
   • Company — current employer
   • Job title — role keywords
   • Location — geography
3. Set the condition and value.
4. Add multiple filters to narrow results further. Filters combine with AND logic.

Sort and group

Sort by clicking any column header. Click again to reverse the order. You can sort by name, date added, ICP score, or any visible column.

Group leads by a dimension to organize the table into collapsible sections:

1. Click the Group button in the toolbar.
2. Choose a grouping dimension — status, date added, list, or company.
3. Leads are organized into labeled sections you can expand or collapse.

Customize columns

1. Click the Columns button in the toolbar.
2. Toggle columns on or off.
3. Drag to reorder columns.

Available columns include name, headline, company, location, ICP score, status, source, date added, and more.

Bulk actions

Select multiple leads using the checkboxes, or click the header checkbox to select all visible leads. A floating action bar appears at the bottom with options:

• Add to list — add selected leads to one or more lists
• Add to campaign — enroll selected leads in a campaign
• Approve / Reject — change approval status in bulk
• Export — download selected leads as CSV

Save a custom view

If you've configured filters, sorts, and grouping that you use regularly:

1. Click Save View in the toolbar.
2. Name your view.
3. The view appears as a new tab and is available to your entire workspace.

Saved views preserve your exact filter, sort, group, and column configuration.