The dashboard at <yourcompany>.satua.io/dashboard is your primary CRM workspace. Every lead appears here whether it came from CSV import, manual entry, a connected data source, a curated list, or another authorized source.
Views
The dashboard has two view modes. You can switch between them using the toggle near the top of the page.
- Grid view - groups leads into status columns. Useful for lifecycle flow and queue triage.
- Table view - shows leads in a sortable, filterable list with configurable columns. Useful when you are working through a batch or need to compare across many leads at once.
Filters
The filter panel lets you narrow the lead list to exactly what you want to work on. Filters combine with AND logic — applying two filters returns leads that match both.
Active filters are shown as pills below the filter bar. Click the X on any pill to remove that filter.
Status
The stage a lead is at in your relationship lifecycle.
- Unassigned - not yet placed in a working status.
- New - added to your dashboard, no contact made yet.
- Contacted - at least one outreach attempt has been logged.
- Qualified - the lead meets your criteria and is worth pursuing further.
- Proposal - a proposal or quote has been sent.
- Negotiation - commercial terms or next steps are being worked.
- Won - the deal closed.
- Lost - the deal did not close or the lead went cold.
- Nurture - keep this lead active in your CRM without treating it as a current active pursuit.
Temperature
A quick signal for how engaged a lead feels right now.
- Hot - active interest or a time-sensitive opportunity.
- Warm - positive but not urgent.
- Cold - little or no recent engagement.
Priority
How urgently this lead should be worked relative to others.
- None, Low, Medium, High, Urgent
Company status
The lifecycle stage of the lead's company. This filter is only visible when the Companies feature is enabled on your plan.
- New - an account created by grouping, not yet reviewed.
- Lead - an account you are targeting but have not yet qualified.
- Prospect - qualified and in active conversations.
- Customer - a paying or contracted account.
- Archived - hidden from active lifecycle views.
Assigned to
Filter by which team member owns the leads. Options include your own name ("Me"), any active team member, and "Unassigned".
Source
How the lead was added to the system.
Source labels are normalized for day-to-day work:
- Regular - added through a your connected pipeline.
- Premium - added from an internal curated list or premium list workflow.
- External - added manually or from another external source.
- CSV Import, Bulk Import, Import, or LinkedIn - imported source categories when the underlying record carries that detail.
Industry
Type an industry value and press Enter or click away to apply it.
Search
Full-text search against the lead's name, email address, and company name. Results update as you type.
Event
If your account has event-tagged records, filter by event tag.
List
If your account uses Lists, filter to leads that belong to a selected list.
Added
Filter to leads added within a recent window: last 2, 5, 7, 10, or 30 days.
Follow-up due
Shows only leads that have a follow-up date set and that date is today or in the past. Use this to work your call-back queue.
Not contacted
Shows leads with no recent logged contact after 7, 14, or 30 days.
Recent activity
Shows leads with activity in the last 7, 14, or 30 days.
Last contacted
Filter by the date of the most recent logged contact. Set a before date, an after date, or both to define a range.
Favorites only
Shows only leads you have starred.
Archive status
Switch between active, all, and archived records. The archived option appears when your account has archived leads or an archived filter is active.
Leads, Customers, And All Modes
When the customer lifecycle feature is enabled, the dashboard includes a segmented mode control:
- Leads - active lead/prospect records.
- Customers - records tied to customer accounts.
- All - the full active CRM set.
These modes change the records and filter counts shown in the dashboard.
Saved Views
A saved view is a named combination of filters, sort order, and column preferences. You can create as many as you need.
To save a view, configure your filters, mode, sort, and columns, then open My Views and choose Save current as view. Your saved views appear in the same dropdown.
Some default views are available to all users:
- All Leads - no filters applied.
- My Leads - assigned to you.
- Follow-up Due - leads with an overdue or due-today follow-up.
- Unassigned - leads with no assigned rep.
Your views are private to your account. You can set one saved view as your default.
Bulk Actions
Use the Select control in the dashboard toolbar to enter bulk-selection mode. In table view, select leads using the checkboxes at the start of each row.
With one or more leads selected, the bulk-action toolbar appears. Available actions:
- Assign to - reassign all selected leads to a team member or unassign them. Each reassignment is logged in the activity timeline.
- Export - download selected leads as a CSV file if export is enabled on your plan.
- Add to list - add selected leads to an existing list or create a new list from the selection.
- Campaign - when email is enabled, enter campaign-selection mode to pick leads for a bulk email flow.
Lead Detail Panel
Click any lead row to open the lead detail panel. On desktop this is a wide slide-over that shows full lead information without leaving the dashboard.
What is shown
- Header - lead name, company, favorite/archive controls, edit action, and quick action buttons.
- Quick actions - Mark Contact, Call, Email, and Next Person.
- Details - identity fields, source context, contact fields, company details, and provider details when available.
- Activity - chronological timeline of logged touchpoints, status changes, assignments, and notes.
- Comments - team comments on the lead, including mention workflow when enabled.
- Email - outbound email composer and email history when the account email domain is ready.
Mark Contact
The Mark Contact button in the quick action bar lets you log a touchpoint in a few seconds. You select the contact method (call, email, LinkedIn, SMS, or other), choose an outcome, optionally add notes, set a follow-up date, and optionally move the lead to a new status.
Each Mark Contact submission is logged in the activity timeline and updates the lead's last-contacted date and contact count.
Call button
The Call button opens your default dialer if one is saved. If not, Satua opens a picker so you can choose a calling app (system phone, Zoom Phone, Dialpad, Google Voice, or a custom URL scheme). If the lead has no direct phone but the company has a main line, Satua shows Call main line. See Personal Settings to set a default dialer.
Provider details
For records inserted through a connected data source, Satua can show provider-specific fields in the Details tab after a one-time rights acknowledgment. This exists so your team sees source context while confirming that your account has rights to display provider-proprietary fields.
Next Person
The Next Person button advances to the next lead in your current filtered view without closing the panel. Use this when working through a queue of leads one by one. The button is disabled when you reach the end of the filtered list.