What is a Lead Manager View?

A Lead Manager View lets you quickly decide what information you see in the Lead Manager. Instead of setting up columns or filters every time, you can save a view and return to it instantly. Views make it easy to focus on the details that matter most for your workflow, whether that’s sales follow-up, campaign analysis, or chat analysis.

Why use a Lead Manager View?

Lead Manager Views save time and keep your work organized and consistent. With them, you can:

• Customize the columns you see in the Lead Manager.
• Create different layouts for different workflows, such as sales follow-ups, campaign analysis, or sales rep performance analysis.
• Switch between saved views instantly without reconfiguring columns.
• Keep views personal to your user account so each team member can work with the data they need.

Examples of How Businesses Use Lead Manager Views

• A sales team member creates a view filtering only for Call Leads with Contact Name, Phone Number, Job, and Quote Value to prioritize follow-up.
• A marketer creates a view with Source, Campaign, Keyword, Landing Page, and Sales Value to analyze marketing performance.
• A business owner creates a view filtering only for HVAC Installation leads with Quotable, Sales Value, and Service Area to understand which areas generate the most installation revenue.

Related Topics

• Access the Lead Manager
• Choose Lead Manager Columns
• Create a Lead Manager View
• Use the Lead Manager
• Introduction to the Lead Manager