As with most tab links in Method CRM, the Leads and contacts list is organized by way of a grid (you can learn more about how to navigate grids in Method by checking out our documentation on Grid functionality). 

As you can see, this grid features several of the familiar column headers with which you can filter and sort your grid, as well as a few other common features which we’ll go over here. First, let’s take a look at our trusty preset drop down Filter by view list.

The "My" filter views are determined by the sales rep associated with the Lead.  When you set up users in Method, you can attach a sales rep to a user.  That means the “my” views will filter by the sales rep attached to the Method user. Learn more about sales reps by clicking here

• My active lead contacts: Displays all lead contacts with the “is active” check box checked.
  
  

• My active lead contacts with no Activities: Displays all active lead contacts with no Activities assigned to them.
  
  

• My active lead contacts with no Last Activity: Displays all active lead contacts with no Activities assigned to them prior to today’s date.
  
  

• My active lead contacts with no Next Activity: Displays all active lead contacts with no Activities assigned to them after today’s date.
  
  

• My inactive lead contacts: Displays all lead contacts with the “is active” check box left unchecked.
  
  

• My lead contacts: Displays all lead contacts you have access to in Method.
  
  

• My lead contacts with lead status = open: Displays all lead contacts denoted “open” in Method (as opposed to “qualified” or “unqualified”)

There are also “shared” versions of all of the above filters; these will apply to leads that have been shared with you (for more information on sharing, see Configuring users).

Some of the column headers in the Leads and contacts list are familiar to us from other grids in Method, and some are not, so let’s go through all of them.

• Go to: Click this link next to a lead to go to the Edit lead screen.
  
  

• Rep/type/title: Lists the sales representative associated with this lead contact, the type of lead it is, and the title of the contact (for example, “CEO”).
  
  

• Contact/lead/company: This header refers to information included in the lead itself. 
  
  

• Contact refers to the contact given for the lead;

  • Lead refers to the name of the lead;
  • Company refers to the name of the company as it’s provided in the lead.
  You can use the writable search field to search for any of the terms included in these three fields, and can order the grid alphabetically from A-Z or Z-A accordingly.
  
  

• Phone/email/mobile: This header lists the phone and mobile numbers as well as the email addresses associated with each lead contact.  You can search and sort the grid based on any of these criteria.
  
  

• Tags: This header will list all the tags associated with the contact for this particular lead. For more information on tags, please see our comprehensive documentation all about tags!
  
  

• Lead status/rating/source: This header refers to information included in the lead itself.

  • Status refers to the lead status (either “qualified”, “unqualified” or “closed”)
  • Rating refers to how the lead is rated (either “hot”, “warm” or “cold”)
  • Source refers to where the lead came from (you can use either out-of-the-box presets or create your own).
  You can use the writable search field to search for any of the terms included in these three fields, and can order the grid alphabetically from A-Z or Z-A accordingly.
  
  

• Last activity: You can associate activities with leads (please see the New lead documentation for more info), so this header will display in date format when the last activity associated with this lead before today’s date was created.
  
  

• Next activity: You can associate activities with leads (please see the New lead documentation for more info), so this header will display in date format when the next activity associated with this lead following today’s date was created.
  
  

You will see a search button at the top right-hand corner of your screen.  Clicking on that button will take you to the Search / new lead / new customer screen, which has its own section in this documentation.

Finally, you will see a New lead button at the bottom right-hand corner of your screen.  Clicking on that button will take you to the New lead screen!

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