Use Pipeline → List Display to choose the workspace defaults for lead ordering, identity display, badges and Speed Dial presentation. Review these choices with the person responsible for workspace settings because their effects reach multiple working views. Confirm the correct workspace and wait for the settings to finish loading.

What you’ll see

The List Display page, where you choose how leads are sorted and shown in Leads, Pipeline and Speed Dial.

Set display defaults

  1. Open Sort Order and choose Default lead order. Available choices include System Recommendation, Newly Imported First, Highest Score First, and Alphabetical. Choose the order that fits the team’s starting workflow.
  2. Open Name Display and review Default identity view. Read each option’s description rather than assuming every lead represents the same type of person or company.
  3. In List Badges, review Show tags under lead names and Show saved lead addresses. Address display uses an address already saved on a record; it does not enrich or invent one.
  4. Review Put Account Owner in the first filter row. This changes which filter is prominent in Leads, with List moved under More Filters when enabled.
  5. Open Speed Dial Defaults to choose Default panel and Website preview. These are presentation settings, not authorization to call or visit a prospect’s website.
  6. Choose Save Changes. Confirm the saved message, then reopen settings and check an appropriate lead view.

Confirm and recover

Check the actual ordering, visible identity and badges, not just the form selections. A record missing an address will not gain one through this setting. If the page reports a service error while saving, preserve your intended choices and resolve the error before retrying. A loading state or initial value is not proof of the saved workspace default.

Related: Leads, Pipeline, Settings.

Screenshots

The screenshot for this guide is shown above, under “What you’ll see”.