How can I rearrange columns on the Lead Management Page?

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admins and Branch Managers can change the display order of columns on the Lead Management Page to better align the table layout with their workflow and reporting needs.
Location in Ricochet: Lead Management

Description

This article walks Admins and Branch Managers through the process of rearranging columns on the Lead Management Page by adjusting field order settings. It outlines how column positions can be customized so key lead information appears in the most useful sequence when viewing and managing leads.

Resolution

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

Link to Solution