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Job Management

Last update 3 months 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 information that you want to see upward toward the table.
  6. Click Ok.