How do I Configure Custom Left Panel Views in Leads app?

Updated on April 16, 2020 06:33AM by Admin

Leads app from Apptivo helps you to manage all your business and the sales leads. Customization is the one the prime functionality of the Apptivo’s CRM Apps. It allows you to customize the apps as per your business functionality. You can customize the views like filters to show particular information based on certain criteria.

Let's consider, Miss. Sarah Castro is the Sales Manager. She wants to take the report of the leads list that is converted for her sales team. For this case, if she had creed the custom view that will be easy for her to take the report and share it with the team. Please follow the steps to how she is creating the custom view for the Converted Sales Leads.

Steps to follow

  • Login and access the Leads app from the Universal Menu.
  • Click on the More(...) icon and select the settings.
Leads App
  • In the settings, click on the Customize App and select the Views.
  • In the Left Panel Views section, click on the create button.
Left panel view
  • In the Create view side panel, add the name and the Description.
Create view
  • You can set the privileges access by selecting the Privilege Dropdown.
  • Select the required list from the List Layout Dropdown.
List Layout
  • With the Display Toggle, you can make the custom view enable/ disable.
  • In the Criteria section, select the attribute in the insert attribute dropdown and set the criteria with the operators and the values of the related attributes.
  • Here, select the Leads status Attribute with the values is Converted.
  • After setting the criteria, click on the create button.
Create Button
  • Custom View will get created and will be displayed on the list.
View created
  • Now, go to the Leads home page, you can view the created custom view under the Shared view.
Converted List