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Customizing Leads Columns
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I'd like to see the a "balance due" column when I'm looking at my list of leads. Is there a way to customize the columns?
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Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.
Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.
Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.
Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.
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