CRM > Leads / New Leads Page

New Leads Page

When you create a new lead, it is added to the selected pipeline and appears on the New page. The counter next the page name shows the number of newly added leads. These leads are currently on the first stage of their pipelines.

The leads on the New page 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.

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Bulk actions

 

On the New page you can apply bulk actions to multiple leads: assign to the user, delete, move to other pipelines, or change the selected lead status 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.

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