Matrix Support

How to Find Lead Accounts in the Account List Page?

To find Lead accounts in the accounts list you will need to do the following:

  1. Click List>Accounts
  2. Click the Pencil Icon in the top left
  3. Click Type on the left
  4. Check Lead from the options of account types
  5. Click Save

Once this is done and saved, Lead accounts will show in the accounts list.

Keyword Search: Accounts

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