Saved Views allow you to customize your lead and process dashboard with the data you want to see. Customize Columns, Filter, Statistics, and sort your lead dashboard, as well as save these views to easily access them again!
Below, we show you how to apply this on your LeadSimple account:
Apply filters to select the leads that you want to see on your dashboard. To add a filter you can click the "Add Filter Button" .
Here, you can select from a variety of different options to filter your leads and processes, some of these options include:
Stage
Assignee (primary)
Assignee (any role)
Status
On Track
Created At
Updated At
Due At
By default you have 5 statistics at the top of your list, if you want to replace any of them click on the "x" button on that statistic, then a "+" sign will appear on the right-hand side of your statistics. By clicking on it you can select from several pre-set options (this would work only on your lead pipelines).
Customize columns by clicking the gear icon on the right-hand side of the screen aligned with the column headers. You can have up to 9 columns in the table; the one at the top will be the closest to the left-hand side of the table.
Most often you'll want to sort your leads by the "created at" column if you've included this column in your view, as this will show you the newest lead first, but you can choose to sort by any column in your list.
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