Viewing/Editing Topics & Follow-Ups (Leads Page)

Viewing Topics & Follow-Ups (Leads Page)

From the Leads Page you have the ability to view/edit topics and follow-ups inline. You can click to open up each grouping and review the responses of your lead interactions to the qualifiers associated with your event.

1. From the Leads Page you have the ability to view/edit topics and follow-ups in-line.

   a. They will initially appear at the end of the line in your leads view.
   b. You can click the right arrow (>) to expose any additional topics or follow-ups that will               initially be hidden.
   c. You can also expand the column width by dragging from the vertical line separating the               fields
   d. You may need to reduce the number of displayed fields in order to avoid congestion while           viewing and editing topics/follow-ups. You can click the “Actions” button and temporarily             uncheck fields in your leads view.

1. View Edit Tops FUAs-Mac.fw-1

Editing Topics & Follow-Ups (Leads Page)

Click into a cell to make quick and easy edits. Then press "Enter" to save the update. You can edit any type of field in this view, including notes fields.

 

For a complete explanation on viewing/editing leads, click here.

Tip: a reminder for those on an Enterprise plan: head to Company Settings > Audit Log to view a history of changes made to your lead interaction data.