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Leads List View Home
Click the Leads tab to show the Leads List View or the Lead Intelligence View. Use the Leads List View to see a basic list of leads without advanced filtering or insights. For an enhanced view into leads, use the Lead Intelligence View.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view the Leads tab: | Read on leads |
| To view leads: | Read on leads |
| To create leads: | Create on leads |
Note these things about navigating and using the Leads List View in Lightning Experience. To go to the list view home from the Intelligence View, click List View.
- Select a view to broaden or narrow what’s shown on the page. The page layout and your
field-level security settings determine the fields that you see in the list view.
- All Open Leads. All your open, assigned leads that you can see in your user hierarchy.
- My Unread Leads. Your assigned leads that you haven’t viewed or edited. This list only includes records that you own.
- Recently Viewed Leads. The leads that you’ve viewed, with the most recently viewed lead listed first. This list includes records that you own and that other users in your user hierarchy own.
- Today’s Leads. The leads created today.
- To view the leads in a queue, select that queue list from the dropdown list. For each
queue your Salesforce admin creates, Salesforce adds a corresponding queue list view. The
org-wide sharing model for an object determines the access that users have to that object’s
records in queues.
- Public Read/Write/Transfer: Users can view and take ownership of records from any queue.
- Public Read/Write or Public Read Only: Users can view any queue but only take ownership of records from queues of which they’re a member or, depending on sharing settings, if they’re higher in the role or territory hierarchy than a queue member.
- Private: Users can only view and accept records from queues of which they’re a member or, depending on sharing settings, if they’re higher in the role or territory hierarchy than a queue member.
- To define your own list view, select New from the List View Controls menu (the small gear icon on the page).
- To manage leads, use inline editing capabilities and individual actions to update single leads. Or, select multiple leads to update statuses and to perform other quick actions.
What’s Different in Salesforce Classic
The list view in Salesforce Classic is arranged differently and offers some different options.
- If your Salesforce admin has enabled Quick Create, you can add a lead using the Quick Create area in the sidebar on the leads home page. You can also click New next to the Recent Leads section to create a lead.
- Leads about reports are available in the Reports section. To generate a summary list of your leads, complete the information in the Summary Section and run the summary report.
- To manage your leads, select any of the options in the Tools section.
- If leads are shared with external contacts via Salesforce to Salesforce, choose one of the list views under Leads from Connections to view leads that your business partners have shared with you.
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