Overview
The Lead Sources - List screen provides a centralized view of all your lead sources within LeadExec. This powerful interface allows you to customize your display, filter sources by status, and quickly locate specific entries, giving you complete control over how you view and manage your lead acquisition channels.
Key Functionality
1. Customizable View
Column Selection: Choose which data fields to display using the "Choose Columns" feature
Drag-and-Drop Reordering: Position columns in your preferred order for optimal workflow
Status Filters: Isolate Active, Inactive, or Closed lead sources with one click
2. Quick Search
Instantly locate specific lead sources using the search bar
Combine with filters for precise results
3. Bulk Management
Perform actions on multiple lead sources simultaneously
Export data for reporting and analysis
How to Use This Screen
Access the List View
Navigate to Lead Sources from the main menu
Default view shows all active lead sources
Customize Your Display
Click "Choose Columns" to select your preferred fields
Drag column headers to rearrange the order
Filter Your View
Use the status dropdown to show Active, Inactive, or Closed sources
Combine with search for targeted results
Take Action
Select individual or multiple sources
Choose from available management options
Best Practices
Create saved views for different team members' needs
Regularly review inactive/closed sources for cleanup
Use column customization to highlight your most important metrics
Combine search and filters for efficient source management
Troubleshooting
If you can't find a specific lead source:
Verify you haven't applied conflicting filters
Check your column selections aren't hiding key information
Ensure you have proper permissions to view all sources