Sales reps default view on leads page

Ashley C. shared this question ago

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Is there a way for sales reps to see qualified leads as the default view on their leads page? Perhaps by having a default filter already applied?

In other works, when they log into their iO account and see the leads page as their default screen we want them to see only leads in the "qualified" status.

Looking forward to your reply. Thank you.

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Brittany M. ● 20 days ago

A default report can be added to the worker's leads/events page but currently there is not a way to automatically apply a filter on this screen for them. They would need to select the Qualified status on the left side menu from the leads/events page.

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Casey Z. ● 19 days ago

Am I misunderstanding the question? We can definitely have filters automatically applied to reports. My lead page report has a filter automatically applied every time I open it.

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Brittany M. ● 18 days ago

My apologies. You are correct. You can create a lead type filter under Settings-->Filters. The filter fields would be Lead Status-->Contains-->Qualified.

Next create a lead type report in Settings-->Reports. Add whatever column information you would like the sales reps to see and link the filter you created under "Apply Filter". Please look at this article for more information on reports.

Last, you would go into each sale rep's worker profile under Settings-->Workers-->Preferences and select the report you created under "Default Lead Report".

This will automatically pull up the report and filter for that worker when they are viewing the leads/events page.

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