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Default Lead List View (Columns Explained)

Written by ZevBit Software

In Default View, you’ll see columns you can drag/rearrange to match how you work.

What each key column means

  • Client & Project Name: Same client can show multiple times if they have multiple projects

  • Status: Lead status/stage (managed in Settings)

  • Added: Date lead was added

  • Assigned To: Who owns the lead (can be reassigned)

  • Added By: Who created it (system-controlled)

  • Email / Phone / Address: Contact info

  • Source: Where the lead came from (Google/Facebook/etc.)

  • Budget / Timeframe: Lead qualification info. The user can add more columns like that, but they will only appear if you add the qualification question in the column from the Settings → Custom Field page.

Contractor Tip:
Rearrange columns so “Status” + “Assigned To” + “Phone” are always visible without scrolling.

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