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Leads lsited by account name instead of name

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  • Leads lsited by account name instead of name

    Currently when you see a list of all leads, they are listed by name. I would like them to be listed by account name instead. Is it feasible to make this happen?

  • #2
    Go to Administration > Layout Manager > Leads > List

    Drag the field Account or Account Name from the right side panel to the left side panel

    Click "Save"

    Refresh the page

    Open Leads in list view and click on top of the Account column (this will sort the display by the Account column)

    To learn more about the layout manager click here: https://docs.espocrm.com/administrat...-manager/#list

    Welcome to the forum

    For future questions related to "how to do something" I suggest that you post them in the "General Discussion" section where participants are more likely to see them and give you advise. This section is more for suggestions to the developers of non-existing features desired.

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