Using the Lead List View

The Lead List view displays all the leads that you have access to. You can use groups and lookups to narrow the list of records that display.

Open the Lead List view: Select Leads from the Navigation Bar.

On this page you can:

• Refresh list information: Click (Refresh).
• Open the Lead Detail view: Select Leads to open the Lead List view. If required, use the Lookup to locate a lead, and click on the lead name.
• Use the Summary View
• Work with records in a grid
• Filter my list
• View a group
• Use the Group Shortcut Menu
• Delete leads
• Update Multiple Leads
• The Task Pane contains the Common Tasks section. On this section you can:
  • Using Mail Merge in the web client
  • Add to Group
  • Remove from Group
  • Save Records as a Group
  • Export to File
  • Promote to Dashboard
  • Import
  • Update
  • Delete