Create tabs for Common Items
To view results from a marketing campaign, source, keyword, etc., click the plus icon, input the applicable keyword, and then create. This will result in any user who logs in the ability to view that tab. Once a tab has been created, it can edited or deleted as necessary.
The search field can be used to filter agents by their full name or email. This will show all the leads that the agent was offered. Furthermore, a user can input text in this field to search for a lead with a string of text to find a specific lead with that specific content.
The tag field allows a user to put a comma-separated list of tags. A lead must have all the tags listed in order to display on the tab.