The Leads Module has several default views set up for you. Here is what each one displays:

  • Active Leads - Leads awaiting closure - These have neither been marked as dead, nor have they been converted.
  • Converted Leads - These leads have been converted into a prospect account and optionally, an opportunity.
  • Dead Leads - Leads that closed and did not turn into an account.
  • Leads this Month - A list of leads that have been added to Operate within the current month.
  • New Leads - This list displays the most recent leads.
  • Today's Leads - A list of leads that have been added to Operate within the current day.

These are the default views; however, you can also create your own.

Did this answer your question?