Lead View

I've noticed when I use insightly on my mobile devices, I'm able to see the stage of the lead (Not contacted, Contacted, etc) but this column is not on the lead page on my desk top. Is there a way to have this information show all the time.

Maybe even more useful, would be the option of seeing the state my lead is in... I've been able to add multiple filters to try to narrow down my lead list to the leads that I want to contact, however I haven't been able to find a useful report function that gives me the information that I need on the lead list page. Is this an option with paid memberships?

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4 comments
  • Hello Alicia,

    Just to clarify, when you refer to "stage of the lead", did you perhaps mean the "Lead Status" like "Not Contacted" of "Contacted". The lead status will not appear on the list view when you first visit the Leads tab. 

    While you cannot change the information that is displayed on the Leads list view, you can use custom filter for the lead status(es) so you can do any bulk edits that might apply. Or you can go to Reports > Advanced Reporting. Create the filter you need and then either sort by Lead Status or you can group the results by Lead Status so each status is sectioned off in your report.

    Another user has added a similar request and I encourage you to vote it up in the original post here so we can gather the feedback in one place. :)

    Thanks for sharing!

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  • I second this issue and have noted the same thing. I want to see a view of my leads that shows me everything but also shows things such as 'Lead Status' and ideally last touch i.e the last dated entry on the lead e.g. a note, email or status change. The current view of lead name, organization and phone is great for just a list to help select from but it provides no useful information to sort or group. filters dont really help

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  • Thank you for adding your additional thoughts on this @jon. There is an additional post that you can also add your vote to here. Please keep your feedback and votes coming in on the things that mean the most to you, this helps with future planning :)

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  • Yes, being able to control the desktop view of the "leads" page would be GREAT! It currently shows a phone number when we rarely even use this info!

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