Help -- Dashboard - Leads View


Each user has an instant view of their recent Leads. Clicking on any of these leads from the dashboard will open the Lead Detail screen for that lead, eliminating the need to search for that lead from the Lead List.

In addition, Users can further customize their Lead View on the dashboard based on the Views that they have created for their account. Switching between available Views is easily accomplished using the dropdown list just above the leads.

Dashboard Leads

Back to Dashboard

For More Help Sections, go to the Table of Contents