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How can I change the view type in the Leads & Matters section?

Get the desired page view both in Leads and Matters with simple steps.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 3 weeks ago

By default, Lawcus displays your matters and leads in the List View. In this view, you get to see leads and matters in a list. However, you can also switch from the list view to the pipeline view and you can also switch between the Pipelines and Lists whenever you desire.

Leads View

Leads have only the Default Pipeline view for Intake, and the remaining views within Leads are List Views. You can switch between Intake List View and Intake Pipeline View. Otherwise, you can also access the Pipeline View of Not Hired Leads, Converted Leads, and All Leads.

Matters View

Matters have both Pipeline and List View options. Matters by Status like Open, Closed and All matters are in the List View. Otherwise, all Pipelines you add to your Matters including the Default will be Pipeline View. You can switch between different Pipelines and Lists as needed.

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