Display List of Unaccepted Leads

Use these steps to create a saved search list of the leads you imported in the Leads work area. Inside sales representatives use the list to review incoming leads and accept the leads they want to work on. After sales representatives accept a lead, the lead displays among the leads they own and no longer appears on the list.

Saved searches store all of your search criteria, filters, and formatting of results for reuse. Use saved searches to create lists of information useful to you in each work area. For example, you can create a saved search for the leads you imported in the Leads work area. Inside sales representatives use the list to review incoming leads and accept the leads they want to work on. After sales representatives accept a lead, the lead displays among the leads they own and no longer appears on the list.

Your saved search saves whatever you added to your search, including keywords, filters, columns, and sort order of the results. You can create lists for the whole organization or lists targeted to specific job roles. Here's an overview of the steps:

1. Navigate to the Leads work area.
2. Click in the Action Bar and select Manage Saved Searches.
3. Click Actions (the three dots in the Actions column) and select Edit.
4. Modify the list to create a saved search for the leads you imported.
5. Click Save.