Choose a base view
A custom view can be created based on any existing view in lead2car. In this guide, the My Open Leads view is used as the base.
Add columns
In the upper-right corner, click Edit Columns.
Then select + Add columns. You can choose any number of columns that will be displayed in your new custom view.
After selecting a column, the column disappears from the list of available fields. In this example, (Deprecated) Lead Score was selected. After selecting the desired fields, click Close.
Arrange and apply
The selected column appears among the existing columns. You can reorder or remove columns. After completing the adjustments, click Apply.
Save as new view
The column is now visible in the view. Click the arrow next to the view name and select Save as new view.
Enter a unique name for the new view and click Save. In this guide, the name Test1 is used.
Set as default view
Click the arrow next to the view name again and select Set as default view.