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

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: Admin/Branch Manager
Purpose: To explain how Admins and Branch Managers can add and manage additional columns on the Lead Management page to better view and organize lead data.
Location in Ricochet: Lead Management

Description

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

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

Link to Solution