Lead Page Customization

Hello,

I imported leads to my account. on my leads main page, I can see first and last name, and phone number.

Is there a way to customize what I see on the lead main page? My goal is to contact events...so seeing first and last name is not really important. i created a custom field called "event name"...i'd rather see the event names.....

Thanks,
Kevin

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4 comments
  • Hi there Kevin:

    Since custom displays are not available in Insightly, this suggestion was also made by another user here, if you would like to add your vote and comments too. Thanks for joining our Community :)

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  • I am somewhat unclear as to how you are using the leads in this scenario. You said " My goal is to contact events" and that you have a custom field for event name. Would it be an idea to instead of using leads to use organisations? That way you would have the event name in the organisation name which would be most prominent.

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  • Hi Kevin, perhaps the closest you can get to what you want is by using lead tags. You can inlcude them in the batch import. As well as, or instead of your "event name" custom field. It will then display on your lead main page. You can also filter by event name tag.

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  • Hi David, thank you for your feedback! I added my leads as organizations...but now i'm finding i can't bulk email organizations. with my company, any leads it's better for me to stay organized by 'organization name'. i know my businesses by their business name vs. personal contacts. 

    Hi Peter: thank you for your suggestion as well. I suppose I can go this route as well. I think what would be most helpful is if insightly customized the leads main screen. the data that defaults to display there isn't the most useful to me.

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