Lead View: Leads Needing Follow Ups

For a Salesperson, this is the most commonly used Lead View.  It displays all of the sales Leads that have a follow-up Activity scheduled. This is commonly sorted by the next follow up Activity date. 

sample view leads needing follow up

  1. Go to Leads > Options.
  2. Click the + to the right of Filters.
    Filter Type: Lead Activity Status
    At least one
    Activity Type: Phone Call, Email
    Is Not Canceled, Complete
    Click Save.
  3. settings for lead view showing follow ups
  4. Click the + to the Right of Display Fields to modify the Fields you would like to show. 
  5. Press Apply to see your view.  To save your View, see Related Articles below.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us