Saved Views are dashboards where you can quickly access the data that you would use for a quick follow-up on your leads and processes in LeadSimple. Saved Views allow you to customize Columns, Filter, Statistics, and sort your lead dashboard, as well as saving these settings 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.

Common Saved Views for Pipelines & Processes

Pipelines:

Owner Leads

  1. Active Leads (Filter to only include leads in the “Lead” and “Prospect” status)

  2. Won Leads (Filter to only include leads in the “won” status + closed at within this quarter)

  3. All (No filters)

  4. Leads created this year (Filter to only include leads created at this year)

Tenant Leads

  1. All (No filters)

  2. General Inquiries (Filter type: "Stage", with the value "New Inquiry", etc)

  3. Applicants (Filter type: "Stage", with the value "Application Submitted")

Current Tenants (synced from your Property Management software)

  1. Delinquent (Filter type: "Value", with a value between $1-$10000)

  2. Upcoming Lease Renewals (Filter type: "Contract End Date" with a value between your chosen dates)

Processes:

Owner Onboarding

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

Property Onboarding

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

Make Ready

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

  3. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

Marketing

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

  3. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

Applications

  1. New (Filter by Filter Type "Stage" Eg: New Application)

  2. Screening (Filter by Filter Type "Stage" Eg: Pet Screening)

  3. Approved (Filter by Filter Type "Stage" Eg: Approved/Denied (Filter by Filter Type "Stage" Eg: Application Denied)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

  5. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

Move Ins

The columns should include the move-in date.

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

Lease Renewals

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

Move-Outs

The columns should include the move-out date.

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

Delinquencies

  1. Late Rent (Filter by Filter Type "Stage" Eg: Late Rent)

  2. Grace Period (Filter by Filter Type "Stage" Eg: Grace Period)

  3. Payment made in full (Filter by Filter Type "Stage" Eg: Payment made in full)

  4. Payment Plan (Filter by Filter Type "Stage" Eg: Payment Plan)

Evictions

  1. Active (Filter by Filter Type "Status" and select "working" as Value)

  2. Overdue (Filter to only include overdue tasks by selecting "On track" as filter type and "Overdue" as Value)

  3. Off-track (Filter by Filter Type "On Track" and select "Off-track" as Value)

  4. Completed (Filter by Filter Type "Status" and select "Completed" as Value)

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