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Lead List

Aron R. shared this question ago

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Is there a way I can change the default list order by the leads list to go by the date of the event?

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Comments (2)

Jen H. ● 8 months ago

Yes you can by clicking the little arrow.

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Aron R. ● 8 months ago

is there a way to have that as the default?

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Nicki G. ● 8 months ago

Do you have a report? Usually you do not want to do this because you would only see old events that completed, or events in the future. The current method is based on creation date/time

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Casey Z. ● 8 months ago

Build a report and filter it to only show upcoming events. Set that report as your Default Lead Report.

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Aron R. ● 8 months ago

How do I make a report for this?

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Cameron K. ● 8 months ago

I created this report for you. To view it go to Settings-->Reports and find the report labeled labeled 'Event Date'.

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Aron R. ● 8 months ago

Thanks. How do I save it as default?

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Casey Z. ● 8 months ago

If you have the workers module on your account, go to your worker profile and set it there. If not, it's in settings>general preferences. See attached screenshot

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Jen H. ● 8 months ago

As Nicki said you could also create a report for this.

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Aron R. ● 7 months ago

Sorry for all the questions about this. Now that I saved the event report as default is there a way that when I go to that page it will automatically bring me down to the next upcoming event date? I want to see my future leads in order of the date of each event. Thanks for all your help

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Nicki G. ● 7 months ago

Add the filter "coming Events" in your search

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Aron R. ● 7 months ago

Thanks

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