Hiding and Managing Hidden Leads
Quick Answer
Hide leads to remove them from your "New" tab without affecting other professionals' access to them. Hidden leads move to a dedicated "Hidden" tab where they remain viewable but cannot be moved back to "New" or purchased. Use this feature to declutter your dashboard while keeping a record of all matched opportunities.
Overview
The hide feature helps you maintain a clean, focused dashboard by removing leads that don't match your current capacity or expertise. Unlike purchasing or letting leads expire, hiding is instant, free, and doesn't impact the lead's availability to other matched professionals.
How Hiding Works
The Hiding Process
Identify Unwanted Lead: In your "New" tab
Click "Hide this lead": Link on each lead card
Instant Removal: Lead disappears from "New"
Moves to Hidden Tab: Permanently archived there
Others Unaffected: Lead remains available to other professionals
What Happens When You Hide
Action | Result |
For You | Lead moves to Hidden tab, clears from New |
For Others | No change - lead still available |
For System | Records your preference, may influence future matching |
Permanence | Cannot be reversed or unhidden |
Visibility | Always viewable in Hidden tab |
Reasons to Hide Leads
Good Reasons to Hide
Outside Expertise: Beyond your practice area
Geographic Issues: Too far to serve effectively
Capacity Limits: No bandwidth currently
Conflict of Interest: Existing relationship conflicts
Language Barriers: Can't meet language needs
Timing Conflicts: Unavailable during client's timeline
Poor Reasons to Hide
Price Concerns: Price is non-negotiable anyway
Saving for Later: Can't unhide when ready
Comparison Shopping: Review before hiding
Team Coordination: Hiding affects only you
Managing Your Hidden Tab
Accessing Hidden Leads
Navigate to the Hidden tab to see:
All leads you've hidden
Original hide date
Full lead information (except contacts)
No action buttons (can't purchase)
Permanent archive
Hidden Tab Interface
Element | Available | Not Available |
Lead Cards | ✓ Full display | ✗ Purchase button |
Lead Details | ✓ Click to view | ✗ "I'm Interested" option |
Filtering | ✓ All filters work | ✗ Move back to New |
Searching | ✓ Full search | ✗ Export function |
Sorting | ✓ Date, type, etc. | ✗ Bulk actions |
Using Hidden Tab Data
Review hidden leads to:
Track what you're passing on
Identify patterns in mismatches
Adjust listing settings if needed
Understand your selection criteria
Report matching issues to support
Strategic Hiding Practices
Daily Workflow
Morning Review: Check all new leads
Quick Assessment: Identify clear mismatches
Hide Immediately: Don't let them clutter
Focus on Matches: Evaluate remaining carefully
Document Patterns: Note why hiding
Volume Management
Daily Lead Volume | Hiding Strategy |
1-5 leads | Review all, hide carefully |
6-15 leads | Quick hide obvious mismatches |
16-30 leads | Bulk hide by category |
30+ leads | Consider radius/specialty adjustment |
Team Coordination
When working with teams:
Hiding only affects your view
Communicate before hiding shared interests
Can't hide for other team members
Each person manages own dashboard
Hidden vs. Other Actions
Comparison of Options
Action | Cost | Reversible | Affects Others | Use When |
Hide | Free | No | No | Not a good fit |
Purchase | $29-395 | No | Yes (exclusive) | Want the lead |
Ignore | Free | Yes | No | Unsure, thinking |
Let Expire | Free | No | No | No action needed |
Decision Tree
Perfect Match? → Purchase
Maybe Match? → Leave in New, think
Poor Match? → Hide
No Match? → Hide immediately
Impact on Your Account
What Hiding Doesn't Affect
Your match rate for future leads
Your account standing
Lead availability to others
Your purchase ability
Billing or credits
What Hiding May Influence
Dashboard cleanliness
Decision efficiency
Time to purchase
Personal analytics
Workflow patterns
Best Practices
Hide Quickly When
Obviously outside expertise
Geographic impossibility
Clear language barrier
Conflict exists
Capacity exceeded
Don't Hide When
Might want later
Price seems high (all prices firm)
Waiting for partner input
Could refer to colleague
Learning opportunity exists
Regular Maintenance
Review Hidden tab weekly
Look for patterns
Adjust settings if over-hiding
Document hide reasons
Report systematic mismatches
Common Mistakes
Mistake 1: Over-Hiding
Problem: Hiding potentially good leads Solution: Review thoroughly before hiding
Mistake 2: Under-Hiding
Problem: Dashboard stays cluttered Solution: Hide obvious mismatches immediately
Mistake 3: Trying to Unhide
Problem: Wanting lead back later Solution: Don't hide unless certain
Mistake 4: Hiding for Price
Problem: Missing good opportunities Solution: Evaluate value, not just cost
FAQs
Q: Can I unhide a lead if I change my mind? A: No, hiding is permanent. The lead remains in your Hidden tab but cannot be moved back to New or purchased.
Q: Does hiding a lead affect my future matching? A: Not directly, but patterns may inform support if you report systematic mismatches.
Q: Can others see that I hid a lead? A: No, hiding is private to your account and doesn't affect or notify other professionals.
Q: What happens to hidden leads after 60 days? A: They remain in your Hidden tab indefinitely, even after the lead expires for others.
Q: Should I hide expired leads? A: No need - expired leads automatically leave your New tab after 60 days.
Next Steps
Review your current Hidden tab
Identify hiding patterns
Create hiding criteria
Set daily review schedule
Adjust settings if over-hiding
Related Articles
Understanding Your Leads Dashboard
Lead Expiration and 60-Day Windows
Filtering and Searching for Leads
Why You're Not Seeing Leads