Before You Begin
Access to Dazos CRM
Navigate to the module where you want to create the list view (Leads, Accounts, or Intakes)
Know what filters you want to apply (such as Lead Status, Created Time, etc.)
Steps
Navigate to your desired module: Go to the module where you want to create the list view (Leads, Accounts, or Intakes). You'll see the standard "All" list view by default.
Open the Lists Panel: Click on the small arrow icon on the far right side of the screen. This will slide out the "Lists" menu panel.
Create New List: Click the blue "+" button at the top right of the Lists side panel.
Name your list: Enter a descriptive name for your custom list view that reflects the criteria you'll be filtering by.
Set your filters: Configure your specific filters based on your needs. Common filter options include:
Lead Status
Created Time
Assigned User
Source
Any other relevant field for your workflow
Save your list: Click Save to create your custom list view. It will now appear in your "Shared List" or personal list dropdown for future use.
Verification / Expected Result
After saving, your custom list view will appear in the list dropdown menu. When selected, it will display only the records that match your specified filter criteria, making it easy to focus on specific subsets of your data.
Troubleshooting / Common Errors
Can't find the arrow icon: Look for a small arrow or expand icon on the far right side of your list view interface
List not saving: Ensure you've given the list a name and applied at least one filter before saving
List not appearing: Check that you're looking in the correct dropdown menu for your saved lists