How do I Customize Left Panel Views in Leads App?

Updated on December 1, 2020 06:34AM by Admin

Leads App allows you to personalize the list under respective statuses. Based on their status, market, source, rank and even their follow up it is stacked under their corresponding menu.

To view all these menus in the left navigation of the home page, you need to configure in the Leads App settings.

Steps to Customize Left Panel Views

  • Log in and access Leads App in your universal navigation menu bar.
  • Click on the “More(..)” icon and select “Settings” located at the app header bar.
Leads

  • Click on the "Customize App" drop-down and select "Views" from the left navigation panel.
Customize App

  • You can view the All Views and Enabled Views tab.
  • In the Enabled views, you can view all the enabled views.
Left Panel views

  • In the All Views tab, you can view all views inclusive of disabled views.
  • By default, all the menu types will be in the enabled state. Now, slide the Toggle OFF for the “By Queue”.
  • The changes made will be updated successfully.
All Views

  • You can enable the filters according to your preference. (You must select at least one among the filters; otherwise, you would be warned with an alert message).
  • Slide the "OFF" toggle button to disable left panel views found on the leads home dashboard.
  • Go to Leads home to view the enabled menus on the left navigation panel.
  • You cannot view the By Queue view on the left panel view due to the hide.
Show all

  • Notes: You can also perform actions on “Views” like,
  • Display - Enable / Disable the views which are located at the left navigation panel.
  • List Layout - Select the list layout to access your preferred sections.
  • Security Privilege - Specify the level of access to the Views.

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