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Columns in Leads

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  • New

    • All new leads assigned to the agent regardless of status

  • Internal Transfer

    • All leads that belong to a campaign marked as Internal Transfer

  • Assigned

    • All leads that were assigned to the agent via distribution or reassignment

  • Open Takes

    • All leads that were open leads and were taken from open Leads section or Global Search

  • Total Received

    • A total of all the previous columns per agent

  • Click on any of the counts will display the lead details popup

Filter type of each column

Column Name

Column Filter Type

New

Number

Internal Transfer

Number

Assigned

Number

Open Takes

Number

Total Received

Number

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