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How to set default lead properties

 

You can customise your Funnel account by choosing what default information is displayed on a lead’s details page. 

 

 

Head over to the leads tab in the top navigation and click on one of your leads. Under personal details, click the quick-action button on the right-hand side, then select set default properties. 

 

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Here, you can choose from a list of information you’d like to see under a lead’s personal details. Once selected, hit save!

 

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This change will now appear across all of your leads. At any time, you can always click on see all details for a more comprehensive view.

 

 

 

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