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Managing All Leads Views and Filters
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Working with Leads in the All Leads Page
Step 1: Access the All Leads Page
Step 2: Choose Between List and Kanban Views
Step 3: Apply Basic Filters to Narrow Lead Results
Step 4: Use Advanced Filters for Detailed Segmentation
Step 5: Sort and Search Leads
Step 6: Review and Understand Default Columns
Step 7: Manage and Reorder Columns
Step 8: Perform Bulk Updates on Multiple Leads
Step 9: Open the Detailed View of a Lead
Step 10: Create and Save a New Filter View
Step 11: Manage Existing Saved Views