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What are my Quickviews in Funnel?

Quickviews can be found on the left hand side of the Lead view in Funnel. 

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Quickviews are simple and efficient ways to view specific groups of Leads in Funnel. They are defined by Digistorm and can be described as follows: 

  • All Leads: this is a list of all of your Leads in the Funnel system, displayed by default based on the Leads which were most recently updated. You can change the order of the list by clicking on any of the fields at the top (which will sort the list based on that field) or by creating a Filter. Here is a guide to creating Filters.
  • New Leads: this is a list of all of your Leads added within the last week.
  • Recent Activity: this is a list of all of your Leads updated within the last two weeks.
  • Uncontacted: this is a list of all of your Leads who have never been contacted by someone at your school.

In order to create your own groups of Leads, you can create Segments. Here is a guide to creating Segments

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