Hi, new to this and just learning as i go. On the 'All Leads' page there is a list of Leads - new, qualified etc ..
If they are qualified they are now a contact in an Account right?
Why do they still appear on the page if they are qualified? Is there a way of taking them off the page just to leave the current leads on there?
Thanks
Michelle
Please change the Leads view to Open Leads, where it will list only open leads (it will not include qualified and disqualified leads). You can make this view as the default view if required.
Thanks and Regards,
Abhiram
typo: Prospect ==> Lead
All Lead will show all kinds of leads.
Active Prospect will only show active ones
If you look at the dropdown, there're a list of options to choose from for the type of Prospect(Active, Deactivated.. etc) or you can customise your own view in Lead Customisation
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