The new leads page is equipped with a new look and feel and many delightful features. From robust sorting and filtering to deep customization of the view, you can use the page to your liking. Check out the feature overview below. Here's the quick demo overview.
During the current beta period, you may view the old leads view for a limited time. Simply use the green toggle in the top-left.
Lastly, to view the demo video at any point in time, click on 'VIEW BETA LEADS DEMO'
We've added the ability to effortlessly drag-and-drop columns via column headers. The following features are currently offered:
We’ve also added robust sorting and filtering capabilities so you can take a deep-dive into your data.
To filter on more than 1 column at a time, hold down the command (⌘) key when clicking on your second column header. A numerical indicator will appear next to the ↑/↓ symbols to denote if the column is a primary sort, secondary sort, and so on.
In this example, 'Company' is the primary ascending sort, and 'Last Name' is the ascending secondary sort.
Tip: column headers appear blue if a filter is applied
We’ve also added a super easy & efficient method to edit lead info directly on the Leads page itself
Take a look the example below, showing how to export a filtered view to CSV.