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Utilize Filter Views
Stephanie Betters
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0 steps
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28 seconds
Salesforce
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Click "Select a List View"
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Click "All Leads".
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All Lead List View will show all leads record in your Leads Object.
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30 Day Followup will show all leads which has not received a text, an email, or a phone call for the past 30 days.
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Click "New Lead". New Lead List View shows all leads that are New in Status.
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Your List View is your powerful tool to manage leads in bulk whichever view works for you.
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