Skip to content
English
Go to www.energysage.com
  • There are no suggestions because the search field is empty.

October 2026 - Introducing the New Leads Table

We’re combining the Available, Awaiting Quote, Quoted, and Moving Forward tables into a single Leads table, making it faster and simpler to manage all your leads in one place. Everything you rely on today is still here, with new enhancements on top.

In this Article

What’s Changed?

How It Works

When Will This Change Be Live?

What If I Prefer the Current Layout?

How to Provide Feedback

 What’s Changed? 

  • One Leads table: The Available, Awaiting Quote, Quoted, and Moving Forward tables are now combined into a single Leads table.
  • Same capabilities, plus enhancements: All of the features you use in the current view are still available in the new table, with added enhancements on top.
  • New default view: The new Leads table will become the default marketplace view on Monday, 10/12/2026.

Image (6)

 How It Works

Here’s what you can do in the new Leads table:

  • Company Leads and Your Leads: You can still toggle between Company Leads (all the leads assigned to your company) and Your Leads (only the leads assigned to you).
  • More lead details at a glance: See key information for each lead right in the table, without opening the lead: utility company, phone number, whether an electric bill was uploaded, lead owner, the date you received the lead, and property tag.
  • Full lead details in one click: Click a lead to see more information, including customer notes, a satellite image of the property, and the full address.
  • Sorting: You can still sort your leads by the last time the shopper was active or by the date you received the lead.
  • Filters: You can still filter for shoppers who shared their phone number or uploaded an electric bill. You can now also filter by utility company and by a date range for when you received the lead.
  • Image (7)
  • NEW! Export to CSV: Download a CSV file of all your leads directly from the dashboard.
  • Image (8)-1

 When Will This Change Be Live?

Starting Monday, 10/12/2026, the new Leads table will be the default view on the Leads page of your marketplace dashboard. No action is required on your part. Once you’ve had a chance to try it, we’d love to hear what you think.

 What If I Prefer the Current Layout?

If you’d prefer to go back to the current layout, click “Switch to the old leads table” in the banner at the top of your Leads page.

 How to Provide Feedback

If you have questions or feedback about the new Leads table, reach out to your Partner Success Manager.