Listing Pages give a 360° view of all leads, tasks, or samples in the system. If you have the Customer Management Module, you’ll also have a 360° view of all companies and contacts in the system.

Menu button – This button on the far left controls the listing page that is shown on screen.

• Lead Listing Pages
  • The “Open” Lead Listing Page will show leads that are at an “Open” status stage. Examples of these stages include: “Unassigned”, “Assigned”, “Accepted”, “Contacted”, “Appointment”, “Estimating”, “Quoted”, “Negotiations”, or “On Hold”.
  • The “Closed” Lead Listing Page will show leads that are at a “Closed” status stage. Examples of these stages include: “Dead”, “Completed Sale”, or “No Sale”.
  • The “All” Lead Listing Page will show all leads, regardless of the status of their current stage.
  • The “Deleted” Lead Listing Page will show leads that have been deleted (this is accessible only to managerial users).
• Task Listing Pages
  • The “Incomplete” Task Listing Page will show a listing of all incomplete lead tasks that are associated with specific leads and incomplete user tasks.
  • The “Completed” Task Listing Page will show a listing of all completed lead tasks that are associated with specific leads and completed user tasks.
  • The “All” Task Listing Page will show both incomplete and completed lead tasks that are associated with specific leads and user tasks.
  • Please note: If you have the Customer Management Module, Contact Tasks and Company Tasks will also be shown in the Task Listing Pages.
• Sample Listing Pages
  • The “With Customer” Sample Listing Page will show a listing of all samples that have a status of “With Customer”.
  • The “On Order” Sample Listing Page will show a listing of all samples that have a status of “On Order”.
  • The “Returned” Sample Listing Page will show a listing of all samples that have a status of “Returned”.
  • The “All” Sample Listing Page will show a listing of all samples.

If you have the Customer Management Module, the following will also be included on your Menu button:

• Customer Management Listing Pages
  • The “Companies” listing page will show a listing of all companies that have been created.
  • The “Deleted Companies” listing page will show companies that have been deleted (this is accessible only to managerial users).
  • The “Contacts” listing page will show contacts that have been created.
  • The “Deleted Contacts” listing page will show contacts that have been deleted (this is accessible only to managerial users).

Refresh Filters button – This button on the far right will clear all filters on the listing page.

On the Fly™ button – This button on the far right is used to run reports on the data within a listing page. To learn about this feature, see the On the Fly Reporting and On the Fly Totals reference documents.

Column Widget button – This button on the far right lists all of the columns that can be displayed on a listing page. The user can select or deselect each column name to display or hide it by clicking on the checkmark or x beside the column name.  The user can also reorder a column’s position within the listing page by using the arrows.

Sprocket button (on the Listing Pages) – This button opens a menu where users can export all of the leads, tasks, or samples from a listing page along with the data in all columns to a comma separated values (CSV) file. The exporting user will receive an email from which the file may be downloaded. A copy of the user’s generated exports will also be added to the Files tab of their “Your Account” page. If you have the Customer Management Module, this button opens a menu where users can export all of the companies or contacts on the listing page along with the data in all columns.  Please note: If the listing page has an active filter(s), the export will reflect only the filtered data.

Plus button – This button at the top right of any listing or detail page opens a menu where users can do the following:

• Create Lead – This button prompts the user to select a pipeline in which to quickly create a new lead.
• Create User Task – This button prompts the user to create a specific task along with a due date and time. Depending on the user’s permissions, the user may also be able to assign the task to another user or multiple users.
• If you have the Customer Management Module, from the Plus button you can also “Create Company” and “Create Contact”. To learn about these features, see the How to Build a Company and How to Build a Contact reference documents.