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.