How can I view a table of all my leads?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute to read. Version 2.0

Step-by-step guide

  1. On the Sidebar Menu, click Leads

  2. Click All My Leads

  3. The Leads Data Table opens

Tip: List All Leads provides a Table View of your Accounts. Quickly view, sort, bulk delete, and edit your Accounts. Click the three dots in the upper right corner to access the overflow menu. There is an option to Export to CSV on this menu.

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