How do I organize my leads with saved views and build a call list?

Lead management is built into the CRM. Everyone starts with two basic views, a table view and a pipeline view, and you can create as many saved views as you want, for example Leads, Customers, or one for a Facebook campaign.

1. In Contacts, create a new view and give it a name, an icon and a color.
2. Set the filters, for example pipeline is Sales and pipeline stage is New for a new leads view. Filters can combine and/or conditions.
3. Customize the columns (for example show the created date) and drag them to reorder.
4. Optionally group the contacts, for example by priority, pipeline stage or assignee.
5. Save the view. It keeps its filters, grouping and column layout every time you open it.

To use a view as a call list, add a filter on Last call date so it leaves out anyone already called that day, together with the stage (for example Sales, New). The view then shows everyone you still have to call. Select them all and click the call button to launch the web phone power dialer.

We recommend at least one view for sales and one for customers (or support), so you can quickly get to the people you want.