Sorting Leads

Any updates to being able to sort lead by organization name rather than contact name? Like others, I have several leads where I don't yet have a specific contact name. 

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  • This isn't something we have on our current roadmap jcoldiron. We've seen other users add the Organization name in the First and Last name fields, maybe this can work for you too. If things change we'll be sure to let you know.

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  • The issue with doing the above is that it's difficult to set up for everyone, then explain how to use, etc. If this feature is to be implemented, it needs to be as simple as selecting a header to sort by that column. Most all websites that list things in some organized manner include multiple options for sorting/filtering. 

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