How to customise lead and contract browser views [Video]

In this training video, you can learn how to customise the fields that are visible within the Lead and Contract browser. This also includes enabling and disabling lead and contract views

In Brief

  • Within a Lead or Contract browser, you can move the columns by clicking on a header, dragging down to select and then dragging the column left or right

  • To enable or disable a lead or contract view, navigate to Settings → My Settings and choose either Lead Views or Contract Views

  • Use the Visible checkboxes to enable a View and drag a View up and down to reorder

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