Subject
Applies to: Admin
Purpose: To explain how users can change the display order of columns on the Lead Management Page.
Location in Ricochet: Lead Management
Description
The instructions in this article require Administrator permission
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
Optional: View the interactive tutorial for this process:
Click here to open the step-by-step tutorial in a new tab
Please see the below article to rearrange columns 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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article