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Thread: How to remove leads from front page

  1. #1
    Join Date
    May 2008
    Posts
    4

    Default How to remove leads from front page

    Is there a way to remove a lead from the main summary page once it is filed into a group without totally removing the lead from the system? It is hard to track everyone when there are tons of leads in one spot, hard to remember who I want to work with that particular day.

  2. #2
    Join Date
    Mar 2008
    Posts
    47

    Default Re: How to remove leads from front page

    there is no way to remove them from the main summary page as in "today's leads" - but what you can do, is ensure that you "accept" all leads you have already taken action on, then drill down to just unassigned leads - thus you are ensured the leads you are looking at you have not worked with yet. There is a note in our subversion to improve this portion of the system.

  3. #3
    Join Date
    May 2008
    Posts
    4

    Default Re: How to remove leads from front page

    I will work with that for now. I am currently not set as admin, I am working on getting that changed so only returning leads show an accepted or pending space next to it. Any leads that are not returning do not give me that option except when I actually go into the lead itself. Is that going to be part of the upgrade or fix that you guys are working on?

  4. #4
    Join Date
    Apr 2004
    Location
    Nanaimo
    Posts
    15,992

    Default Re: How to remove leads from front page

    Upgrade -
    Starting LEC 7 soon but it won't be called LEC 7 - LEC 2012 coming soon!

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