Navigation

Search & sort Leads

  1. Go to CRM Admin > All Lead.
  2. Click More Advanced Option.
  3. Choose any preferable option.
  4. Click Filter.

Additionally, you can rearrange and reorder the column name and position to your liking. To perform that –

  1. Go to CRM Admin > All Lead. Select Columns.
  2. Check the boxes to show or uncheck the boxes to hide the menu.
  3. Drag any option to freely move it from its initial position.
  4. Click Save.
  5. Any added new column will appear on More Advanced Option.

Related Articles: