Skip to main content

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

  1. Click on the Filters or # Filters Applied (if previously added filters are applied) box on the top left to expand.

Screen Shot 2019-11-27 at 2.02.34 PM.png

  1. Select desired filters and click Apply.
  2. You can click Reset at any time to clear filters.
  3. To collapse the Filters section, click on the Up Arrow icon Screen Shot 2019-11-27 at 2.04.19 PM.png.
  • Was this article helpful?