How can I change the Lead Management section columns choices/order?


In PUBLITRAC you can decide which lead fields appear in your lead grids. The process to select the fields you would like to see is simple.

 

1.Click on the  icon (top right of the screen) and then on Settings. 

.2.Click Lead fields tab.

3.There are two sections: Available and Selected. The Selected section has all the currently displayed fields in your lead grids. The available section contains all the fields that you can choose to add to you lead grids. 

4.To add a field drag an item from the Available section to the Selected section. You can also use the arrows located between the two sections to achieve the same result. 

5.To remove a field drag an items from the Selected section to the Available section. You can also use the arrows located between the two sections to achieve the same result. 

6.Fields can also be moved up and down. This will determine the order in which the fields will appear in you grid. Fields can be moved either by dragging or using the arrows located between the two sections

 

You can select how many fields you want to see in your lead grid however space is limited and the more fields you have in your grids the less space they will have to display their actual value.