Article Overview
This article is going to cover a basic overview of the Leads List view on Mobile.
Part 1: Navigating the Leads List.
Leads List.
- Below is a screenshot of the Leads List View, found through the SalesHub section of the mobile app.
- The Magnifying glass icon indicates the search bar where you can search the leads list.
- By clicking the arrow drop-down opposite from the magnifying glass, you can select what you want to search by. Your options include All, Business Name, First Name, Last Name, Street, City, Custom Text Fields, and Notes.
- Tip: Custom text field data will return when you search by “All” or by “Custom Fields.” However, the notes content will only return if you select search by “Notes”.
- By clicking the arrow drop-down opposite from the magnifying glass, you can select what you want to search by. Your options include All, Business Name, First Name, Last Name, Street, City, Custom Text Fields, and Notes.
- The 3 ascending lines (kind of an upside-down staircase) is how you set your sorting parameters.
- Finally, the Map icon will take you back to the Map view of SalesHub and center you on that specific pin.
- The filters also work on this page just like on the Map view.
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