Create custom lead views

How to create and edit custom lead views

Creating custom views ensures that you don't have to enter all your filter criteria each time you search for leads.

 
  1.  Go to Leads > Lead admin 
  2.  Click "Create new view" in the top right                                                                                                                                                                                                                                                                   
  3.  Define your custom view by specifying filter search
  4.  Enter a name for the view and click icon "Save view" in the bottom of the page

 

 Access or edit saved view(s):

Your custom views will be listed chronologically as links on the "All Leads" front page:

Edit view: 

  1.  Click "Edit" 
  2.  Enter changes to filter 
  3.  Click "Save" icon in the bottom of the page. Your changes are saved

 

 

Delete view:

  1.  Click  
  2.  Click "OK"

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