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. 

    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.
  1. Click the + to the Right of Display Fields to modify the Fields you would like to show. 
  2. Press Apply to see your view. 
  3. Save your View for quick access later.