Display the First Record in Leads and Contact Lists

For contacts and leads only, you can display the first record in the list rather than the list itself. Salespeople then work through the items in the list by clicking Next to get the next record. You can specify a different default for different job roles.

1. Navigate to the work area.
2. Click in the search field and select Manage Saved Searches.
3. From the Visible To list, make a selection that matches how the list is shared. For example, if the list is shared only with Inside Sales Representatives, then select that job role.
4. Click Actions (the three dots in the Actions column) for the saved search and select Edit.
5. In the Open As field, select Detail.