Lead Views can help you display the leads with the specific information you need for that inquiry. Once you open the lead manager you can choose from the lead views which fields and how the fields will be displayed. By using the lead view each of the staff members can use the preferred way of viewing the lead's information.
- The first step is to go to the Leads feature on the top of the screen:
- Then you have to select Lead View:
- On this screen, you can see all the Lead Views that you have on your account, and also create new ones by clicking on the top right corner +New View
- Once you click on +New View you can start creating the new specific view that you will use:
View name - Make sure you use a good name that will give you a great explanation of what that view will display
Primary columns to display - Start by selecting the boxes that you want to be displayed on that view. If you think that the Phone number for the lead is important select it and continue with the rest. Once you decide what columns you want to be on that view, you can also filter it to display only specific information. Location for example (if you have more than one) you can select the specific one that you need, or the Lead Source if you want to see only the leads from Facebook.
Custom columns to display - The same thing as the primary ones, but this is linked with the Custom fields that you have in the system. If you need the information from the Custom fields to be displayed on the Lead manager, you can select them from here and also filter them like the primary columns.
The last step is to Save the settings.
- Now that you have the new view created, you can go to the Lead manager
- Choose the specific lead view that you need:
- The lead manager will display the columns depending on what you chose when creating the view:
