Predefined Views for Leads List Page

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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Upvoters
Status

In Review

Board

💡 Feature Request

Date

13 days ago

Author

Jesse Archer

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