How can I add more columns to the Lead Management Page view?

Modified on Wed, Apr 29 at 2:08 PM

Subject

Applies to: Admin
Purpose: To explain how users can add and manage additional columns on the Lead Management page.
Location in Ricochet: Lead Management

Description

The instructions in this article require Administrator permission

This article outlines how users with Admin or Branch Manager access can configure which fields appear as columns on the Lead Management page. It provides guidance on customizing the page layout to display relevant lead information by adding or adjusting visible columns.

Resolution

Non-Administrators do not have the access to follow these instructions and should open a ticket.

Please see the following article to configure the columns visible on the Lead Management Page

https://speedtocontact.freshdesk.com/en/support/solutions/articles/5000864447