Job Leads and the List View

Overview

Create a Job Lead List View to see a list of records that meet your filter criteria. This allows you to view different collections of Job Leads relevant to your current task. This article shows you how to view Job Leads in the List View.

Create a New List View

  1. Navigate to the Job Leads Tab.
  2. Click the List View Controls button (gear icon).
  3. Choose New.
  4. Choose a Name for your List View and choose who is able to view it.
  5. Click Save.

Create a My Jobs Filter

User this filter to see only Job Lead that you own.

  1. Create a new List View.
  2. Select the filter icon to show the Filters.
  3. Go to My job leads.
  4. Under Show me, My job leads is the default.
  5. Click Done.

Customized List View

The customization of your personal List View shows only your open Job Leads. Create other List Views using different filters to see other groupings of Job Leads such as your team’s open Job Leads or your all Job Leads in the past week.

Add Filters

  1. Create or open a List View
  2. Go to Add Filter.
  3. Choose the Filter, Operator and Value.
  4. Select Done.
  5. Save your new filter set.