SelfRun DealFlow AI · Capture & analytics

All leads list

Search and filter lead records by type, status and source

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SelfRun DealFlow AI — real screen of the product on a laptop

3 simple stepsWith the real screen

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In simple words

All leads list is part of SelfRun DealFlow AI. Search and filter lead records by type, status and source. This guide takes you through it in 3 short steps.

Where it fits in your work — Follow up. Notes, two-way messages and reminders keep every lead moving; stale ones are flagged.

Before you start

You need to be signed in to your company's workspace. SelfRun DealFlow AI appears in the Workspace dashboard and in the left menu when your role includes it.
What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
All leads list belongs to Capture & analytics in SelfRun DealFlow AI. Search and filter lead records by type, status and source.

Step by step

1
Step 1
Open SelfRun DealFlow AI
Sign in and open the SelfRun DealFlow AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
2
Step 2
Open All leads list
The mapped screen route is /dealflow-ai/leads/list. Open it in the signed-in SelfRun DealFlow AI app.
3
Step 3
Use All leads list
Search and filter lead records by type, status and source. The exact actions shown can depend on your role and the records available in your workspace.

Quick recap

Open SelfRun DealFlow AI → Open All leads list → Use All leads list

What it connects to

SelfRun SprintOS
A won deal creates the client and the project's starting point.
SelfRun CashFlow AI
Invoices are raised for won clients without re-entering their details.
SelfRun SiteCraft AI
Website forms feed SelfRun DealFlow AI directly.
SelfRun ViralPulse AI
Campaign results sit next to the leads they brought in.

Why use SelfRun DealFlow AI

SelfRun DealFlow AI replaces crm & lead management software and runs independently with its own sign-in and database.

No enquiry slips through — every lead has an owner and a due date
Stale leads are flagged before they go cold
See which campaigns actually bring revenue
Won deals flow straight into clients and projects

Who uses SelfRun DealFlow AI

Sales & enquiry teams
Work leads, log notes and follow up on time.
Managers
See pipeline health, stale leads and which campaigns bring revenue.
HR & recruiters
Track career applicants with status, notes and resumes.
Marketing
Measure campaign spend, attributed leads and ROI.

More in Capture & analytics

Website forms

Enquiries from your website arrive as leads

CSV import

Bring existing leads in with validation

Lead & campaign analytics

Pipeline health, spend, ROI and conversion

Campaign report imports

Import campaign performance reports and undo an import when needed

Attributed campaign leads

Filter leads by campaign attribution, source and date range

Campaign tracking

See which campaigns bring revenue

Export current view

CSV of exactly what you are looking at

Previous guideAttributed campaign leads Next guideCampaign tracking

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FAQs

Common questions.

About All leads list and SelfRun DealFlow AI.

I cannot see All leads list in the menu.

Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun DealFlow AI.

Can I do this on my phone?

Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.

Does this cost extra?

No. All leads list comes with the SelfRun DealFlow AI product, and every product is included in every plan.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

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