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Understanding Lead Source List Screen

Use the Lead Source List screen to manage your sources

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 2 weeks ago

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

  1. Access the List View

    • Navigate to Lead Sources from the main menu

    • Default view shows all active lead sources

  2. Customize Your Display

    • Click "Choose Columns" to select your preferred fields

    • Drag column headers to rearrange the order

  3. Filter Your View

    • Use the status dropdown to show Active, Inactive, or Closed sources

    • Combine with search for targeted results

  4. 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

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