Listing Pages Explained
Listing Pages give a 360° view of all leads, tasks, or samples in the system. If you have the Customer Management Module, you’ll also have a 360° view of all companies and contacts in the system.
Listing Pages can be accessed from the Global Navigation Menu at the top of the page:
Leads
-
The “Open” Lead Listing Page will show leads at an “Open” status stage. Examples of these stages include “Unassigned,” “Assigned,” “Accepted,” “Contacted,” “Appointment,” “Estimating,” “Quoted,” “Negotiations,” or “On Hold.”
-
The “Closed” Lead Listing Page will show leads at a “Closed” status stage. Examples of these stages include “Dead,” “Completed Sale,” or “No Sale.”
-
The “All” Lead Listing Page will show all leads, regardless of their current stage status.
-
The “Deleted” Lead Listing Page will show leads that have been deleted (this is accessible only to managerial users).
Tasks
-
The “Incomplete” Task Listing Page will list all incomplete lead tasks associated with specific leads and incomplete user tasks.
-
The “Completed” Task Listing Page will list all completed lead tasks associated with specific leads and completed user tasks.
-
The “All” Task Listing Page will show incomplete and completed lead tasks associated with specific leads and user tasks.
-
Please note: Contact Tasks and Company Tasks will also be shown in the Task Listing Pages if you have the Customer Management Module.
Samples
-
The “With Customer” Sample Listing Page lists all samples with the status “With Customer.”
-
The “On Order” Sample Listing Page lists all samples with the status “On Order.”
-
The “Returned” Sample Listing Page lists all samples with the status “Returned.”
-
The “All” Sample Listing Page will list all samples.
If you have the Customer Management Module, the following will also be included in your Global Navigation Menu at the top of the page.
Customer Management
-
The “Companies” listing page will show a listing of all companies that have been created.
-
The “Deleted Companies” listing page will show companies that have been deleted (this is accessible only to managerial users).
-
The “Contacts” listing page will show contacts that have been created.
-
The “Deleted Contacts” listing page shows deleted contacts (accessible only to managerial users).
Additional Navigation Buttons
Clear Filters button – This button in the Listing Page Edit Menu will clear all filters on the listing page.
On the Fly™ button – This button in the Listing Page Edit Menu runs reports on the data within a listing page. See the RLM - How to Run Reports reference document to learn about this feature.
Edit Columns button – This button in the Listing Page Edit Menu lists all columns that can be displayed on the current listing page. The user can toggle on or off each column name to display or hide it. The user can also reorder a column’s position within the listing page by clicking and dragging the hamburger icon (three parallel bars) beside each column’s name.
Export button – This button in the Listing Page Edit Menu allows users to export all leads, tasks, or samples from a listing page and the data in all columns to a comma-separated values (CSV) file. The exporting user will receive an email from which the file may be downloaded. A copy of the user’s generated exports will also be added to the Files tab of their “Your Account” page. If you have the Customer Management Module, this button allows a user to export all companies or contacts on the listing page and the data in all columns. Please note: If the listing page has an active filter(s), the export will reflect only the filtered data.
Plus button – This button at the top right of any listing or detail page opens a menu where users can do the following:
Create Lead – This button prompts users to select a pipeline to create a new lead quickly.
Create User Task—This button prompts the user to create a specific task with a due date and time. Depending on the user’s permissions, the user may also be able to assign the task to another user or multiple users.
If you have the Customer Management Module, you can also “Create Company” and “Create Contact” from the Plus button. To learn about these features, see the RLM—How to Create a Company and RLM—How to Create a Contact reference documents.