How to Sort and Change Lead Views in REsimpli
Step 1: Open the Active Leads Pipeline
Go to the Active Leads section of your REsimpli account.
Step 2: Choose a Lead View
You can switch between:
Grid View
List View
Step 3: Use Grid View Options
Within Grid View, you can choose:
Expanded Grid — Displays additional lead details such as campaign, market, assigned team members, activity, and tasks
Reduced Grid — Displays only basic lead information
Step 4: Use List View
Select List View to display leads in a list format organized by pipeline status.
Step 5: Sort Leads by Activity
Use the sorting option to organize leads by:
Recently Updated at the Top
Recently Updated at the Bottom
Step 6: Customize Based on Workflow
Choose the sorting method that best fits your workflow:
Recently updated leads first for active follow-up
Older untouched leads first for re-engagement
Step 7: Apply Sorting Across Views
Sorting preferences work in both:
Grid View
List View
Step 8: Contact Support if Needed
Reach out to REsimpli support if you need help managing lead views or sorting options.