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 users with managerial user permissions).
• 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 users with managerial user permissions).
  • 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 users with managerial user permissions).

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 on screen along with the data in all columns. If you have the Customer Management Module, this button opens a menu where users can export all of the companies or contacts on the screen along with the data in all columns.

Plus button – This button 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.