---
title: "Configure The Lists of Leads and Campaigns"
slug: "configure-the-lists-of-leads-and-campaigns"
updated: 2025-10-05T13:59:36Z
published: 2025-10-05T13:59:36Z
canonical: "documentation.infinite.com/configure-the-lists-of-leads-and-campaigns"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure The Lists of Leads and Campaigns

Abstract

Product: **Workbench**

## Configure The Lists of Leads and Campaigns

- Listing Grids define how the lists of Leads and Campaigns display in Lead Manager.
- The processes for adding, editing, inactivating, and deleting grids is the same for both Lead and Campaign Grids.

![The Grid Configuration window](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/7083c334-a9c8-47ce-8419-d1ba2b5646d3.jpg)

#### Relevant eLearning:

[![icon6.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/884c34e3-6484-4a68-a356-47846f29a14a.jpg)](https://media.brassring.com/training/LeadManagerWorkbench/Sims/4ConfigureListingGrids/story.html)

## Process:

### Access Listing Grids

1. To access Listing Grids, select Tools → Lead Manager.
2. Select Configure Listing Grids.
3. The Grid Configuration window open. Any active configured grids appear in the table.

### View Inactive or Active Fields

1. To view Inactive Lead Fields, select **Inactive**.
2. To view Active Lead Fields, select **Active**

### Create a Listing Grid

1. To create a Lead Listing, select **Add Lead Listing** or **Add Campaign Listing.**
2. The **Configure Lead, or Campaign, Listing Grid** window opens. Insert a name for the Lead or Campaign Grid.
3. The configure window has three columns.
  - The first field is defaulted to Lead Name.
  - The **number**indicates the order that the fields appear in.
  - Enter the Lead Manager database field in the **Selected field**by using the pull-down menu.
  - Enter a **Custom column label** if needed.
  - To enter custom field labels in a different language, select the **+ Column Label icon**.
  - To rearrange the entered fields, click **Up**or **Down**to move the selected field.
4. Select **Next**.
5. Select the **User Types** to apply this configuration to. Hold **Control (CTRL)**to select multiple User Types.
  - To remove a selected User Type, hold CTRL, and select a selected User Type.
6. Select **Save**.
7. A confirmation message displays indicating that the Lead Grid has been saved, select **OK**.
8. The Lead Grid appears in the **Grid Configuration window,** and when Lead Manager is opened, the New Grid displays for the **User Types** selected.

### Edit an Existing Grid

1. To edit an existing Grid, select Administer configuration on the Grid to be edited.

![The Administer Configuration icon](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/1c3502ae-4c0c-4c59-9e6a-743dc9a92cc3.jpg)
2. Edit the grid as needed, and select **Save**.
3. A confirmation message displays indicating that the Lead Grid has been saved, select **OK**.

### Inactivate a Field

It is best practice to inactivate instead of delete a Grid Option.

1. To inactivate an existing Grid, select the Inactivate/ Activate icon on the Grid to be inactivated.
2. A notification appears asking are you sure you want to inactivate the Lead Grid, select OK.
3. A confirmation message displays indicating stating that the Grid Listing has been inactivated, select OK.

### Delete a Field

It is best practice to inactivate instead of delete a Grid Option.

1. To delete a Grid Listing, select **the Delete icon** on the Grid to be inactivated.
2. A notification appears asking are you sure you want to delete the Lead Grid, select **OK**.
3. A confirmation message displays indicating that the Grid Listing has been deleted, select **OK**.