Leads with Grid View
You can switch to the Grid View at any time by clicking on the View dropdown in the top header bar. In this view, leads are displayed in a table format, making it especially convenient for users transitioning from Excel sheets to the software.
The following sections provide an overview of the key features and functionalities of the Grid View.
Recent Note
The Notes column displays the most recent note associated with a lead. This note can originate from:
- The most recent note added in any activity.
- The last note added directly from the Timeline view of the lead.
The column shows whichever note is the most recent, providing a concise summary of the latest updates. The icon before a note indicates origin of the note. This ensures you are always informed about the most current interactions and details for each lead.
System Notes
System notes are automatically created to indicate any important action on a lead or an activity.
Description
The Description column displays the text entered in the description box at the time the lead was created. This field provides a quick reference to the lead's initial details or context.
Last Active
The Last Active column displays the date when a lead was last active. The system calculates this date by comparing the following:
- Lead Creation Date: The date when the lead was created.
- Last Activity Date: The date of the most recent activity associated with the lead.
- Last Note Date: The date of the most recent note, whether added directly to the lead or through an activity.
The most recent of these dates is used to determine the Last Active date, ensuring accurate tracking of lead engagement.