You can adjust the Intelligent Leads work-space to the look and feel best suits your needs.
This section contains the following topics:
Note: For information about software requirements, see Insight technical requirements.
Each pane of the Dashboard and the project and company windows can be moved up or down to suit your needs. Any arrangement you select remains in place each time you access your account, including smartphone and tablet.
To move the panes,
You can drag the columns on any list page to order that you need.
To reorder columns,
The data on the results page is displayed in groups of columns. You can resort columns alphanumerically, select which columns to be displayed, and filter the contents in select columns.
To access the menu for column options,
You can open projects in a new tab without having to leave the project results page. There is no limit to the projects that you can open using this method.
To open projects in a new tab,
1 | From the project results page, place the cursor over the selected project. |
2 | Right-click and select Open in new tab. Result: The project opens in a new tab. |