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Job Management

Last update 3 months ago
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How to manage and update the Leads page Table view

Use this page to manage your leads by navigating to the Leads page, selecting the Table view, and editing the row layout.
To add in the Table view, see How to add a new type of View on the Leads and Bookings pages.

  1. From your dashboard, select the Leads icon.

  2. Select the Table tab.

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

  4. Select Edit Row Layout.

  5. Drag the fields below into the required place on the row header. Please ensure that there is a blue separator line between the columns, otherwise the column will not add in the correct place.

  6. Click Ok.

To Remove an unwanted column, drag and drop the column into the header where it says "Add field".