Managing the grid view

  1. Select Member Leads. The Member Lead List page is displayed.
  2. Click a member lead name. The Member Lead details page is displayed.
  3. Click the settings icon in the Contacts section. The Manage Grid View page is displayed.
  4. Specify a name for the view in the View Name field.
  5. Select the required column name in Available Columns and drag to Selected Columns in the Select Columns section.
    Note: You can add or modify filters as required in the Add/Edit Filters section.
  6. Click Save.
    Note: 
    • You can click the list and select the appropriate option to view the grid.
    • To modify, copy, or delete the grid view, click the settings icon. You can also add a new grid view using the New option.
    • If you click the Default view and click the settings icon, a new view can be added.
    • You can also select the view in the View field to modify, copy, or delete the view on the Manage Grid View page. You can also add a new grid view from this page.