CRM > Leads / All leads Page

All leads Page

The All page displays the leads from all the pipelines the user has access to. On this page the entries are shown as a table. This view cannot be changed. If necessary, you can sort the table entries by parameters, and customize the columns by selecting the app item properties to display.  

 

To do this, click the gear icon in the upper right corner of the page and select Table settings.

all-leads-1

 

Bulk actions

 

On the All page you can apply the following bulk actions to leads: assign to a user, delete, move to other pipelines, or change the selected lead if you have appropriate access rights.

 

начало внимание

Only users who have Edit and Delete permissions can use the bulk actions. Read more in the Access Settings in the CRM Workspace article.

конец внимание

 

To perform a bulk action, check the boxes for two or more leads. In the upper right corner of the page select one of the available actions.

all-leads-2

Found a typo? Highlight the text, press ctrl + enter and notify us