The Leads module features a new interface design which doesn’t have the following tabs. By default; the leads are sorted by creation date.
You can change the sort order by clicking the header of a column.
In this release; the column view cannot be changed.
- Use the Owner drop-down to change the views. The following options are available:
- My leads – The leads where you have been assigned as the owner.
- All leads – All leads regardless of whether they have an owner assigned or not. This allows the manager to monitor the leads that the whole team is working on.
- Unassigned leads – These leads haven’t been assigned to any user. This allows managers to find out which leads need to be assigned to sales reps.
- You can also select a user to view the leads assigned to that user.