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
Optional: View the interactive tutorial for this process:
Click here to open the step-by-step tutorial in a new tab
Please see the above article to configure the columns visible on the Lead Management Page Non-Administrators do not have the access to follow these instructions and should request support from their company admin or open a ticket.
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