Lead View: All Active Sales Leads
It's useful to create a Lead View listing all sales Leads that have open Activities that have not been completed or canceled. To learn more about creating a Lead Process see Related Articles.
- Go to Leads > Options
- Press the + to the right of Filters.
Filter Type: Lead Field
Lead Field: Lead Status
Job Status is: Active
- Click Apply to see your View. To save your View see Related Articles.