List Views

List Views

Another powerful feature of eMax is that the system allows you to “drilldown” into the reports and view al the leads that match the criteria you are looking for. For example, let’s look at the “Active Sales Pipeline” report.

If you look at each one of those numbers, you will notice they are a link that you can click on. If we click on the number 2, we will see a list of all leads that are in the active pipeline and owned by the user "Account, Demo"

If you have a list that is of particular value to you, and would like to create a link to it, there is a useful feature in the list views called "Bookmarking". To enable this, please click on the "Bookmark This List" link in the upper right hand corner.

Doing so, enables a new field where the link was. Simply give the list a useful name, similar to what was done with the new reports, and hit the "Save" button.

Please note that this will only be seen on your account unless you check the "Public" button. This will enable the list to be seen on every user in the system's account.

When you hit the "Save" button, the list will appear under your "Quick Links" on the left hand side. If you are the owner of the "List View" you will see an "X" to the left of it. This will allow you to delete the list if you no longer need it. Please note that only the owner can delete the list view, and if it a publicly held view and deleted, it will be deleted from all users' views.