Access & Manage Lead Data - Overview

Access & Manage Lead Data introduces how leads are viewed, managed, and organized in the Lead Manager.

In this section, you’ll learn how to navigate, filter, and structure lead data efficiently.

Why It Matters

Clean lead management saves time. These articles help you:

• Access your full lead database
• Customize views and filters
• Use the Lead Manager effectively
• Work leads consistently across teams

Articles in This Section

• Access the Lead Manager
• Understand the Different Types of Fields
• What is the Lead Overview Chart?
• What is the Lead Manager?
• Use the Lead Manager
• Choose Lead Manager Columns
• Move a Lead Manager Column
• Hide a Lead Manager Column
• What is a Lead Manager View?
• Create a Lead Manager View
• Manage Your Lead Manager Views
• Sort Leads in the Lead Manager
• Group Leads in the Lead Manager
• Change the Lead Manager Rows Per Page
• Filter Leads in the Lead Manager
• Manage Sales and Quote Values in the Lead Manager