Using the Lead list view

The Lead list view displays all the leads that you have access. You can use Groups and Lookup to filter the list of records.

To access the Lead list view, you can select Leads from the Navigation Bar.

On this page you can:

• Click Refresh to refresh the list information.
• Access the Lead detail view: Select Leads to access the Lead list view. If required, use the Lookup to locate a lead, and click on the Lead Name. See Using Lookup
• Use the summary view. See Using the Summary View
• Work with records in a grid. See Working with Grids in list views and tabs
• Filter My list. See Using Task Pane Filters
• View a group. See What are Groups?
• Use the group shortcut menu. See Using the Group Shortcut Menu
• Delete leads. See Deleting Leads
• Update multiple leads. See Updating Multiple Leads

The Task Pane contains the Common Tasks section. On this section you can:

• Use Mail Merge in the web client. See Using Mail Merge in the Web Client
• Add to group. See Adding Ad Hoc Group Records
• Remove from group. See Adding Ad Hoc Group Records
• Save records as a group. See Adding an Ad Hoc Group
• Export to file. See Exporting Records to a File
• Promote to DashboardWorking with the Welcome page
• Import records. See Importing Records
• Update records. See Updating Multiple Leads
• Delete records. See Deleting Leads