You can easily find all your Leads using these two options:
- All - My Leads quick filtering.
- Filtering by owners or collaborators.
You can open Teamgate Leads section and use a quick filter at the top of the page: All (My) Leads. When "My Leads" option is selected, only your Leads, where you are the owner, is shown.
Filtering by owner or collaborators
You can find all the Leads where you are set as owner or collaborator by using Teamgate filtering options:
- Open filters by clicking the filters button.
- Click the "Owner" option and select yourself from the drop-down menu.
- Click "Apply" button.
- You can close the filters now.
When you don't want use this view, just open your filter and click the "Clear" button.