---
title: "Navigate, Filter, and Organize the People (Leads) Table in Symbo"
description: "This article explains how to navigate the People (Leads) Table in Symbo and use advanced sorting and filtering tools to search, segment, and organize prospects by standard fields, custom fields, and company attributes for efficient sales workflows and lead prioritization."
url: https://help.symbo.ai/en/articles/10404555-navigate-filter-and-organize-the-people-leads-table-in-symbo
collection: "People and Accounts"
updated: 2026-11-04
language: en
---

# Navigate, Filter, and Organize the People (Leads) Table in Symbo

This article explains how to navigate the People (Leads) Table in Symbo and use advanced sorting and filtering tools to search, segment, and organize prospects by standard fields, custom fields, and company attributes for efficient sales workflows and lead prioritization.

## **Prerequisites**

-   (For Custom Sorting) Custom fields created via **Org Settings > Custom Fields**.
    
-   (For Company Sorting) Linked company data, either manually or via CRM sync.
    

## **Step 1: Open the People Table**

1.  **Log in** to your Symbo dashboard at [app.symbo.ai/login](https://app.symbo.ai/login).
    
2.  **Navigate** to the left-hand sidebar menu and click the **People** icon.
    
3.  This will open the **People Table**, where all your leads and prospects are listed. Each row in the table represents a prospect/lead. You can see key details such as:
    
    -   Name
        
    -   Email Address
        
    -   Phone Number
        
    -   Tags
        
    -   Other relevant information configured.
        

![](https://staticfiles.gleap.io/ghelparticle/CT5yc2Awsd5Ajsx4xfeJqCOTLh16bSKOKhqmSqmfVjqCjD93CAXD4STYJerjve0J2h9Kw4sW2mG.png)

## **Step 2: Apply Standard Sorting for Quick Prioritization**

1.  **Locate** the column headers at the top of the table (e.g., Name, Email, Last Activity).
    
2.  **Click once** on a header to sort in **ascending** order (A–Z or low to high); an up arrow will appear.
    
3.  **Click again** on the same header to toggle to **descending** order (Z–A or high to low).
    
4.  **Reset** your view at any time by clicking a 3rd time on the same header or use the **Clear Filters** button next to the search bar to revert to the default name sort.
    

![](https://staticfiles.gleap.io/gattachments/msm870oXSYboRUsWHCRl7fxiW67srTEuL0Snj8OI2oEjaaA5FNdFK6T61EoMaYuoFH3PP9Z7VeT.gif)

## **Step 3: Create Targeted Segments with Advanced Filters**

1.  **Identify** the **funnel (filter) icon** in the top toolbar of the People table.
    
2.  **Select fields** from the dropdown menu (**Tags**, **Email, Phone Number, Other Custom Fields**). You can use multiple fields to narrow down your records.
    
3.  **Define the criteria** (e.g., **Tag** \= `Hot Lead`, **Phone Number**\= `Exists`) and click **Apply** to refresh the list instantly.
    
4.  **Add multiple conditions** by clicking the **+** icon within the filter menu to create complex segments like "High Revenue + No Recent Activity".
    
    ![](https://staticfiles.gleap.io/gattachments/UEXh204w8X7SI46DG1Lb5a9aT6xxgNyhHiJc9JAijoYqjY74BTGLJEkIgthN94IUDAs4DLjCoBU.gif)
    

## **Step 4: Sort by Custom Fields and Company Data**

1.  **Toggle visibility** of specific columns (like **Account** or **Status**) using the Column Selector **pencil icon** at the top-right.
    
    ![](https://staticfiles.gleap.io/gattachments/5x614YqwnfDHcjUCop4ADg3L1U0yqF4Qw14oEKX6SinjYREQls6FWq7ol0XMYFP1FdKVGLnbUXY.png)
    
2.  **Sort by custom field** by clicking the header of any text, number, or select-type custom property.
    
3.  **Group by account** by clicking the **Company** header to view all prospects associated with a specific organization.
    

![](https://staticfiles.gleap.io/gattachments/KxMd6EDS0ebrlJbIowy8mxIl5nyrEvoMsJZAuVODiz2eBjOjueWX5g8zokVmN6DDcBhkwZmKOSg.png)

## **Step 5: Save and Share Your Optimized Views**

1.  **Review** your filtered and sorted list to ensure it reflects the exact segment you need to dial.
    
2.  **Click "Save View"** in the top-right corner to name your list (e.g., "Today's High-Priority Leads").
    
3.  **Access** your saved segments later via the **Views** drop-down to skip the manual setup and start your sessions immediately.
    

![](https://staticfiles.gleap.io/gattachments/rAXbnXze2vN3QRNSaDsvWkVxoiT1m4GFLvcYdQwytLUiLfWlw6vQY1DuTn5QcQdWAoU4pYKhXpM.gif)