Leads & Sales
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      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. Save the Lead View for quick access later.

      1. Go to Leads > Options
      2. Press the + to the right of Filters.
        Filter Type: Lead Field
        Lead Field: Lead Status
        Job Status is: Active
        Click Save.

      3. Click Apply to see your View.