Leads List
The Leads List can be found by clicking on the Leads option on the top menu.
Leads List
- The leads list will show the most recently added Lead at the top of the list.
- You can sort the list using the arrows on the headers to view a different order.
- You can open a Lead record by clicking on the desired row.
Using the Filters
- Click on the Filters or # Filters Applied (if previously added filters are applied) box on the top left to expand.
- Select desired filters and click Apply.
- You can click Reset at any time to clear filters.
- To collapse the Filters section, click on the Up Arrow icon
.