Leads
How to Filter Leads by Location
✓ Quick Answer
On the Dashboard, use the Location filter panel to select specific states and cities. Your leads table updates instantly to show only businesses in your chosen geographic areas, helping you target local markets precisely.
How to Filter Leads by Location
Location filtering lets you target leads in specific geographic markets — essential for local service providers, regional agencies, and territory-based sales teams.
Step-by-Step Instructions
- Navigate to the Dashboard after logging in
- Open the Filter Panel on the left side of your leads view
- Select a state from the state dropdown — you can select one or multiple states
- Narrow by city — once a state is selected, the city filter populates with available cities in that state
- Apply filters — your leads table refreshes instantly to show only businesses in your selected locations
- Combine with other filters — add industry, revenue, or keyword filters alongside location for precise targeting
Location Filter Options
- State filter: Select any US state or multiple states
- City filter: Choose specific cities within selected states
- Multi-select: Hold Ctrl/Cmd to select multiple states or cities simultaneously
Use Cases
- Insurance agents: Filter by your licensed states to find newly registered businesses needing coverage
- Marketing agencies: Target businesses in your service area for local SEO and marketing pitches
- Franchise consultants: Search specific metro areas for emerging business opportunities
Saving Location Filters
You can save your frequently used location combinations as Filter Presets:
- Set your desired location filters
- Click Save Preset and give it a name (e.g., "Texas Metro Areas")
- Load your preset anytime with one click from the preset dropdown
Pro Tip
Set up your target locations during onboarding in Account Settings > Locations to have them pre-applied every time you visit the Dashboard.
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