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.
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- Go to Leads > Options.
- 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.
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- Click the + to the Right of Display Fields to modify the Fields you would like to show.
- Press Apply to see your view.
- Save your View for quick access later.