How do I Customize Left Panel Views in Leads App?

Updated on February 6, 2017 09:03PM by Admin

Leads App allow 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 the settings of the Leads App, 

Steps to Customize Left Panel Views

  1. Log in and access Leads App in your universal navigation menu bar.
    universal-navigation-crm-leads
  2. Click on “More” icon and select Settings  located at the app header bar. 
    leads-app-settings
  3. Click on "Customize App" drop down and select "Views" from the left navigation panel.
    customize-left-panel-views
  4. You can view the following options:
  5. You can enable the filters according to your preference. (You must select at least one among the filters; otherwise, you would be warned with alert message).
  6. Slide "OFF" toggle button to disable left panel views found on leads home dashboard. 
  7. Go to Leads home to view the enabled menus on the left navigation panel.

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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