Formitize's Leads and Sales Pipeline utilises our Smart Tables, to ensure easy sorting and customisation of what information you would like to be able to view when you're searching the Leads list.
To access your Leads, in the Web Portal go to Sales > View Leads.
By default, there is a lot of important information that's already listed for your convenience, but you can also select filters or add or remove columns that you want to be able to view or not view.
You can save the changes to the list by selecting Views > + Save New View. Once that is done, your saved view will be the way that your Leads list will appear by default until it's turned off or changed. The saved View will also carry across to other Pipelines that you may have.
You can also Export the saved Leads list as a CSV by selecting Export in the options.
