How can I rearrange columns on the Lead Management Page?

Modified on Wed, Apr 29 at 2:09 PM

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

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

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

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