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Leads List Page

The Leads List page shows the subset or list of leads you selected in the Lead Homepage. From the Leads List Page, you can review multiple leads at a glance. You can edit fields inline on the Leads List page. You can also select a lead to review, update, or delete. For more information on updating records, see Updating Record Details.

Using the drop-down menu, you can also switch to another leads list. The drop-down list contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Leads Homepage.

The following table describes what you can do from the Leads List Page.

NOTE: If you access the Leads List page through a record Detail page, some of these features are not available.

To do this

Follow these steps

Add leads to books or remove leads from books

On the Leads List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Create a new list of leads

On the Leads List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create a lead

On the Leads List title bar, click New Lead. On the Lead Edit page, enter the required information and save the record.

Delete all records from the list

On the Leads List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Leads List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find a lead

Click a column header to sort the data. Then click a letter in the alphabet bar. For field values beginning with numbers, click 0-9.

Manage all the leads lists

On the Leads List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Leads List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Leads List title bar, click Menu, and select Show List Filter. See View List Page for an explanation of the information.

Update a group of lead records at once

On the Leads List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

View a different subset of leads

On the Leads List title bar, click the drop-down list and change the selection to another filtered list.

View all leads

On the Leads List title bar, click the drop-down list and select All Leads.


Published May 2008