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Job Management

Last update 21 days ago
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BoothBook

How to manage and update the Leads page Pipeline view

Use this page to manage your leads navigate to the Leads page, Pipeline View and Edit row layout. 

  1. From your dashboard, select the Leads icon.

  2. Select the Pipeline tab.

  3. Click on the Ellipsis (3 dots) beside the +Add Leads button.

  4. Select Edit Row Layout.

  5. Drag the fields below into the required place on the row header.

  6. Click Ok.

To remove a column, drag and drop the column into the header where it says "Add field".