Leads Page and Filters¶
The Leads page is the main workspace for browsing Carrier Leads Pipeline lead events. It lets users narrow the lead list, preview locked records, unlock individual leads, save reusable searches, export filtered lead sets, and start scheduled delivery from a saved filter.
What the Leads Page Does¶
The page searches the lead read model and shows a paginated table of matching carriers. Each row represents a lead signal with dates, carrier identity, fleet attributes, cargo, safety information, insurance information when relevant, and contact fields.
Locked leads hide sensitive identity and contact fields. Users can unlock a row from the Access column. After unlock, the page reloads that row with fields such as company name, DOT number, docket number, phone, and email visible.
The page also supports operational workflows:
- Apply filters directly on the page.
- Load a saved filter profile.
- Save a new filter profile or edit the currently loaded profile when the on-page criteria still match it.
- Request an export using the current criteria and optional saved filter.
- Schedule delivery, which requires an active saved filter.
- Page through results and choose 25, 50, 100, or 200 rows per page.
- Sort by one or more priority fields.
Active filters are highlighted with an orange border. The saved-filter badge shows whether no saved filter is loaded, the loaded filter is still active, or the current criteria have changed since the saved filter was loaded.
Filter Behavior¶
Filters are combined with AND logic. For example, selecting State = TX and Safety = Conditional returns leads that match both conditions. Multi-value filters, such as State, match any selected value within that filter.
Saved filters are loaded from the team's active filter profiles. If a saved filter is selected, its criteria are applied to the page controls. If the user changes any criteria afterward, the saved-filter badge changes to show the filter has been modified.
Active team suppression rules are always applied behind the scenes. Suppression rules are not visible as page filters, but they remove matching leads from results before the table is returned.
Standard Filters¶
| Filter | What it matches | Notes |
|---|---|---|
| Saved Filter | An existing saved filter profile for the team. | Selecting one loads its saved criteria into the page. Select None to stop using a saved profile. |
| Search | Text across company, DBA, DOT, docket, email, operation class, carrier operation, cargo, safety, insurer, policy, insurance type, filing status. | This is a broad contains-style search. Use it for quick lookup, then narrow with structured filters. |
| Lead Type | The lead signal type, such as insurance_renewal, insurance_due, or other lead types available in the read model. |
Lead type options are loaded from the lead data. Choosing a non-insurance lead type hides and clears insurance-specific filters. |
| State | Physical state code. | Accepts two-letter state codes. Multiple states can be added, such as CA and TX; results may match any selected state. |
| Operation Class | Operation classification text. | Uses partial text matching, so shorter terms can match multiple classification values. |
| Carrier Operation | Carrier operation value. | Current choices are Interstate, Intrastate hazardous materials, and Intrastate non-hazardous materials. |
| Cargo | Cargo carried text. | Uses partial text matching. Useful for equipment or commodity targeting. |
| Safety | Safety rating. | Current choices are Satisfactory, Conditional, and Unsatisfactory. |
| Drivers Min | Minimum driver count. | Keeps leads with driver_count greater than or equal to the entered number. |
| Drivers Max | Maximum driver count. | Keeps leads with driver_count less than or equal to the entered number. |
| Power Min | Minimum power-unit count. | Keeps leads with power_unit_count greater than or equal to the entered number. |
| Power Max | Maximum power-unit count. | Keeps leads with power_unit_count less than or equal to the entered number. |
| Start | Earliest lead event effective date. | Filters event_effective_date greater than or equal to the selected date. |
| End | Latest lead event effective date. | Filters event_effective_date less than or equal to the selected date. |
Insurance Filters¶
Insurance filters appear when no lead type is selected or when the selected lead type is insurance_renewal.
insurance_due is separate from insurance_renewal. It represents shadow-reviewed authority applicants that appear to need FMCSA financial responsibility filings before authority is granted. Renewal filters based on cancellation dates apply to insurance_renewal, not insurance_due.
| Filter | What it matches | Notes |
|---|---|---|
| Cancel In Days | Insurance cancellations due within the next number of days. | Forces results to lead_type = insurance_renewal, starts at the current date, and ends at current date plus the entered number of days. |
| Cancel Start | Earliest insurance cancellation effective date. | Filters insurance_cancel_effective_date greater than or equal to the selected date. |
| Cancel End | Latest insurance cancellation effective date. | Filters insurance_cancel_effective_date less than or equal to the selected date. |
| Effective Start | Earliest insurance effective date. | Filters insurance_effective_date greater than or equal to the selected date. |
| Effective End | Latest insurance effective date. | Filters insurance_effective_date less than or equal to the selected date. |
| Insurer | Insurance company name. | Uses partial text matching. |
| Policy | Insurance policy number. | Uses partial text matching. |
| Insurance Type | Insurance type description. | Uses partial text matching. |
| Filing Status | Insurance filing status reason. | Currently exact-match in the backend criteria when saved as a list, though the UI presents it as a text input. |
| Form | Insurance form code. | Exact match. |
| Type Code | Insurance type code. | Exact match. |
| Type Ind | Insurance type indicator. | Exact match. |
| Class | Insurance class code. | Exact match. |
| Coverage Min | Minimum insurance coverage amount. | Compares against the best available max, min, or underlying coverage amount. |
| Coverage Max | Maximum insurance coverage amount. | Compares against the best available min, max, or underlying coverage amount. |
Recommended insurance filter cleanup
Fields such as Filing Status, Form, Type Code, Type Ind, and Class should become dropdowns when the source data has a controlled set of values. That will make saved filters easier to understand and prevent mismatches caused by typos or source-specific casing.
Priority and Sort¶
The Priority/Sort section controls the order of matching leads. The default sort is Event Date: Newest first.
Users can add multiple sort priorities. The first priority is applied first, then the second, and so on. The system always adds signal_key as a final stable tie-breaker.
Sortable fields currently exposed in the UI are:
| Sort field | Directions |
|---|---|
| Event Date | Newest first or Oldest first |
| Detected Date | Newest first or Oldest first |
| Drivers | Highest first or Lowest first |
| Power Units | Highest first or Lowest first |
| Insurance Effective Date | Newest first or Oldest first |
| Insurance Cancel Date | Newest first or Oldest first |
| Coverage Min | Highest first or Lowest first |
| Underlying Limit | Highest first or Lowest first |
| Coverage Max | Highest first or Lowest first |
Saving and Reusing Filters¶
The Save Filter section stores the current criteria as a named profile. A saved filter can be loaded later from the Leads page, used for exports, and used as the starting point for scheduled delivery.
When a saved filter is selected and the current page criteria still match that saved profile, the button edits the existing filter. When the criteria differ or no saved filter is selected, the button saves a new filter profile.
Suggested Naming Structure¶
Saved filter names should make the audience and timing obvious without requiring users to open the criteria.
Use this pattern:
[Lead type or event] - [Geography] - [Key qualifier] - [Timing]
Good examples:
| Name | Why it works |
|---|---|
Insurance Renewals - TX + OK - Cancel in 90 Days |
Names the event, territory, and time window. |
New Authorities - Southeast - 1-10 Trucks |
Uses a sales territory and a fleet-size segment. |
Insurance Renewals - Conditional Safety - High Coverage |
Highlights the main sales qualification. |
All Leads - CA - Refrigerated Cargo |
Makes a broad list understandable by geography and cargo. |
Avoid names like Test, Good Leads, John's Filter, or Renewals. They do not explain what will export or deliver when reused later.