How do I view leads by rank?

If you want to know how many leads have been converted, to be converted or the status of each leads, its possible to view them by Rank in Apptivo Leads App.

Leads app allows you to view the Leads as per your requirement. The app has a few  pre-defined formats to view the Leads such a s By Directory, By Territory, By Market, By Rank etc.

Here we look at how to view the records By Rank.

Steps to view leads by rank

1. Log in and access Leads App from your universal navigation menu bar.
2. Select "Lists" drop down. Click on “By Rank” from the left navigation panel.
   
3. The menu will expand to show a list.
4. Choose a preferred rank you would like to view the leads.
   
5. You can also "Edit" leads, if needed.

Related Links

Read more about:

• View leads by queue
• View sales leads by territory
• View sales leads by sources