We need the ability to create a predefined "view" for the leads list page, accessible directly from the leads dashboard. For instance, this could be implemented as a button alongside existing options like "Tasks for Today" or "New Leads."
Here's an example of the parameters our sales rep would require when accessing their leads list:
Lead Condition: Active Leads
Quick Access: All Leads
Pipeline: Specific 5 options (out of 13 available)
This feature would be particularly beneficial for sales reps who are less tech-savvy, ensuring that leads are not lost or overlooked due to accidental changes in filters like lead conditions, quick access, or pipeline settings.
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In Review
💡 Feature Request
13 days ago
Jesse Archer
Get notified by email when there are changes.
In Review
💡 Feature Request
13 days ago
Jesse Archer
Get notified by email when there are changes.