How can I view my leads by Created Date?

How can I view my leads by Created Date?

In it's possible to view the Sales Pipeline Dashboard by Created Date instead of Next Action Date.  You can toggle between the two views using the 'Use Created Date' check box within the date range filter. 
When you tick this option the Next Action column will change to Created Date.  If you would like this to become your default view you can set this up in the 'My Details' screen. 

    • Related Articles

    • What does the 'Updated' column show?

      The 'Updated' column shows the date a change was last made against the lead.  You can click on the header to sort chronologically most recent to least recent and vice versa.
    • What are all the Settings screens I can now see?

      When building one of our goals was to be able to safely expose our Settings screens to users.  In the past our customers were able to create users, but unable to create all the role management settings required to effectively use the ...
    • Why can't I view/edit certain screens, leads, listings or forms? has refined and strengthened the role management settings to ensure that salespeople only have access to the data they should have.  Whilst we have taken great care to ensure there is no disruption to users, it is possible that on ...
    • How do I limit my Wishlist matches to Appraisals only Open Leads?

      When creating a Wishlist you can tick the 'Match When Lead Closed' checkbox to include Appraisals on closed leads as well as open.  If you prefer to only match on open leads leave the box unticked - this can be an effective way to move both leads ...
    • How do I view what activity has happened on my customers?

      When viewing an individual customer you can see all the Leads, Test Drives or Appraisals that have been created against the customer.  If you have role management rights via the Manage Leads role you will be able to click through to view each ...