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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.

My Open Leads view

Add columns

In the upper-right corner, click Edit Columns.

Edit Columns button

Then select + Add columns. You can choose any number of columns that will be displayed in your new custom view.

Add columns panel

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.

Selected custom view column

Arrange and apply

The selected column appears among the existing columns. You can reorder or remove columns. After completing the adjustments, click Apply.

Column arrangement and Apply button

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.

Save as new view option

Enter a unique name for the new view and click Save. In this guide, the name Test1 is used.

Name and save the custom view

Set as default view

Click the arrow next to the view name again and select Set as default view.

Set as default view option
Good to know A custom view is a personal setting and does not change the views of other users.