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Adding venue to lead overview page
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Is it possible to add a column to the leads landing page to indicate the venue name? We have multiple events for the same customer, often on the same day.
The same question
It is not possible to customize the Overview page yet, but you can customize the Leads page to include that field.
To customize the Leads list you first make a report using the Report... button on the bottom-left of leads to include all the columns you want, then on the right, set Saved Reports to Create New and enter a name.
Here is a list of the default ones:
Lead Date Combo
Lead Flag
Lead Organization
Lead Status
Lead Time Combo
Lead City State
Contact Last Name
Lead $ Total
Next go to Settings->General and set the Report used to control columns on Leads page to the new report.
It is not possible to customize the Overview page yet, but you can customize the Leads page to include that field.
To customize the Leads list you first make a report using the Report... button on the bottom-left of leads to include all the columns you want, then on the right, set Saved Reports to Create New and enter a name.
Here is a list of the default ones:
Lead Date Combo
Lead Flag
Lead Organization
Lead Status
Lead Time Combo
Lead City State
Contact Last Name
Lead $ Total
Next go to Settings->General and set the Report used to control columns on Leads page to the new report.
It is not possible to customize the Overview page yet, but you can customize the Leads page to include that field.
To customize the Leads list you first make a report using the Report... button on the bottom-left of leads to include all the columns you want, then on the right, set Saved Reports to Create New and enter a name.
Here is a list of the default ones:
Lead Date Combo
Lead Flag
Lead Organization
Lead Status
Lead Time Combo
Lead City State
Contact Last Name
Lead $ Total
Next go to Settings->General and set the Report used to control columns on Leads page to the new report.
It is not possible to customize the Overview page yet, but you can customize the Leads page to include that field.
To customize the Leads list you first make a report using the Report... button on the bottom-left of leads to include all the columns you want, then on the right, set Saved Reports to Create New and enter a name.
Here is a list of the default ones:
Lead Date Combo
Lead Flag
Lead Organization
Lead Status
Lead Time Combo
Lead City State
Contact Last Name
Lead $ Total
Next go to Settings->General and set the Report used to control columns on Leads page to the new report.
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