CRM > Leads / Unallocated leads page

Unallocated leads page

By default, the Leads app contains a page called Unallocated. All newly created leads with the New status are automatically added to this page. When the lead progresses in the pipeline and its status changes, it is removed from the Unallocated page.

On this page, entries are displayed 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 that, click the gear icon in the upper right corner of the page and select Table Settings.


Bulk actions

On the Unallocated page, you can perform bulk actions: assign several leads to a user, delete them, edit data on their pages, change their status, or move them to other pipelines.

начало внимание

Only users who have the permissions to edit and delete leads can use bulk actions. Read more in the Access settings for CRM apps article.

конец внимание

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

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