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[19-Mar-18] Introducing Smart Views

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.

Smart Views Tabs