Now view leads, activities and tasks all in the same place. Smart views is similar to our Advanced Search feature on the Manage Leads page but has the following advantages –
- Gives users a single work area for accessing leads, activities and tasks.
- Provides a better alternative to quick filters – you can view your saved filters as tabs and apply filters and sort orders per tab.
- Shows you the count of leads on each tab.
- Automatically refreshes so your tabs are always updated.
For more information, see Smart Views.