Navigating the Leads Page

In this guide, we’ll walk you through the steps to effectively navigate the Leads page.

1. Accessing the Leads Page:

Head over to the house icon named “Leads” in the left menu. 
By default, the table displays 25 leads per page and includes various columns for your convenience.

2. Page Navigation:

To navigate through your leads table, you have the following options:

  • You can change the number of leads you want to show in the table by selecting from the dropdown menu, which can be found at the bottom of your list of leads.
  • You can also select the page number here
  • Utilize the left and right arrow buttons
  • Or you can also input the page number

3. Using the Filters:

We’ve added a couple of new filter options that we thought might be useful to our users.
Select your desired filters and remember to click “Apply Filters” for the changes to take effect.
Clicking on Reset will clear all filters and reset to default. This can be found at the top of your leads list.

4. Column Customization:

You can also customize the columns you want to show in the table by toggling columns on and off. 
After making your selections, hit “Apply Columns.”

5. Exporting Leads:

You can now export directly from the Leads page.
Simply click ‘Download’ to export all leads, ensuring filters and columns are reset unless you have specific preferences.

6. Preset Management:

Explore the preset feature by adding and deleting presets. Clicking on the three dots will allow you to customize and create presets according to your preferences, including column selection and filters.

Have questions or concerns?

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📞 Customer Support: (210) 756-5177

📞Sales team: (210) 610-6683

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