2.2 - Landing Page View and Customization

The Lead page in a CRM acts as a primary space for collecting and organizing information about potential customers. Here, you can customize your page to show the information that’s relevant to you and your needs. 

Within each landing page, you’ll find a similar layout to Figure ___. 

In the top left, you’ll find a drop down menu with several layout/view options (Figure __). 

You can add one or more filters to tailor your view to a specific need. 

Note: Enter the filter value between the %% as shown in Figure ___. 

Customize your columns by adding, removing, or rearranging fields. To rearrange, simply click on the 6 dots to the left of the field name and drag it to the desired location.