New to Sugar, we have the Professional version. I was wondering how I could hide Converted Lead from the list view in the Leads module.
You could simply add a filter to show any Leads but the converted ones, see the screenshot here:
With the condition "is not any of" you can get the relevant results and you can save the filter also for your user.
More information about the listview filters can be found here:
Hope that helps,
Hello Anais Bresle,
To hide converted leads from regular users while still leaving them accessible to admins or, for example, Marketing users that should be prevented from creating duplicate lead records when the same person asks for product information several times, try this:
When the lead moves to the Lead Management team, it will become invisible to everyone except the users on the Lead Management team and Sugar Administrators. Please note that the user who has the "Administrator" login (admin, ID=1) will get notifications on every lead conversion so she may want to turn off notifications or create a rule in her email client to move these messages to a dedicated folder.
Thanks. It sounds like the perfect solution.
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