Smart Views in LeadSquared

Learn how to use Smart Views in LeadSquared — a centralized workspace to manage your leads, accounts, opportunities, activities, and tasks in one place. In this video, we cover how to:

• Create and customize Smart View tabs using filters and conditions
• Use default tabs and set up your own
• Switch between top and side panel views
• Manage columns and pin frequently used filters
• Subscribe to daily Smart Views reports