You can filter LEADPLUS reports in 3 ways: Click on headers to arrange in ascending and descending order. Drag and drop column headers into the filter bar. You can drag and drop multiple headers to further organize and refine the data. Click on the ellipses to the right of the filter header for additional filter…

Review a LEADPLUS Lead Click anywhere on an individual active or closed lead to review it. You can only make changes to active lead records. Managing an Active LEADPLUS Lead You can manage a LEADPLUS Lead by clicking on any Active LEADPLUS lead. This will bring you to an individual lead’s management page. Updating Fields…