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Click the dropdown link and select Custom.
Then, type the status you would like to display.
Click the box to the status to apply a color.
Then, click Apply.
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Finding a Specific Design
To find a specific saved design, you can search on the following parameters to narrow down the list:
The customer’s first or last name
The reference number of the saved design (don’t include the # sign)
The customer’s email address
The lead owner
The name of the dealer
To find a quote saved during a specific timeframe, use the Filter button and create a Custom time filter:
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Filtering and Sorting Rows
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| Note |
|---|
Do NOT copy the # sign (example: #1591634782352216) in front of the reference number when you copy-and-paste. Including the # sign will cause no records to be shown for that reference number. |
Finding a Specific Design
To find a specific saved design, you can search on the following parameters to narrow down the list:
The customer’s first or last name
The reference number of the saved design (don’t include the # sign)
The customer’s email address
The lead owner
The name of the dealer
To find a quote saved during a specific timeframe, use the Filter button and create a Custom time filter:
...
Customizing Your View
You can customize your Leads view using the Columns dropdown on the right corner of the Leads view.
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