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.