---
title: Leads display settings
description: Tune how the leads list looks and behaves — assignee display, density, presets, hover mini-card, per-role views, how a lead opens, column alignment and layout, the new-lead form, own-only totals and Won/Lost move permissions.
product: TSync Intelligence 11.3.6
language: en
canonical: https://docs.tsync.pro/leads-view-settings/
source: https://docs.tsync.pro/llms.txt
---

# Leads display settings

The leads list works out of the box, but you can **tailor how it looks and behaves** to the way your team
works — without any code changes. You decide how the responsible person is shown, how dense the rows are, what
happens when someone clicks a lead, and much more. You can even give different **roles** different views, and
let each person keep their own.

## Two pages: Display and Components

The leads settings live on **two separate pages**, on purpose:

- **List display & behaviour** (`/admin/tsync_leads_settings`) — everything about how the list *looks and
  behaves*: assignee display, density, the click behaviour, per-role views, and so on. You can hand this page
  to a non-admin (for example a team lead) with the **List display & behaviour** permission.
- **Components** (`/admin/tsync_leads_settings/components`) — **admin only**. Two feature switches that change
  how the module *works*: the **Lead naming model** and the **Fast Contract** button. These stay admin-only, so
  someone with only the Display permission can never change them.

The Display page shows a small pointer card linking across to Components. Both pages sit under the same
**Leads** setup group, alongside **BX Leads**, **BX Lead Scoring** and **BX allocation rules** (the BX lead
view's own settings).

## Open it

Go to **Setup → Leads → List display & behaviour** (`/admin/tsync_leads_settings`). It sits next to the other
leads tools — Sources, Statuses, the web-to-lead form and E-mail integration.

Every option here has a **safe default that matches today's behaviour**, so a fresh install looks exactly as
before until you change something. Click **Save** and the list picks up your changes immediately.

## Quick presets

At the top, **Quick presets** apply a ready-made look in **one click** — then you fine-tune anything below.

| Preset | Best for |
|--------|----------|
| **Standard** | A balanced, everyday view. |
| **Compact** | Fitting more leads on screen (tight rows, contact on hover, mini-card on). |
| **Manager** | Avatar + name, unassigned rows highlighted, overdue flagged after 14 days. |
| **Operator / Call-center** | Compact rows, actions always visible, phone/e-mail shown, overdue after 3 days. |
| **Omnichannel** | Avatar + name, overdue after 7 days, mini-card on. |

A preset just sets the display options below all at once — nothing you can't still adjust by hand afterwards.

## How each row looks

These control the appearance of each row of the list.

| Option | Choices | What it does |
|--------|---------|--------------|
| **Assigned person** | Avatar only / Avatar + name / Name only | How the responsible staff member appears. Choose **Avatar + name** or **Name only** to read the owner's name right in the row instead of only on hover. |
| **Unassigned leads** | Normal / Badge / Highlight row | Make leads with no owner stand out — an **"Unassigned" badge** or a **highlighted row** — so none slips through. |
| **List density** | Standard / Compact / Comfortable | Tighter or roomier rows. Compact fits more on screen; Comfortable is easier to scan. |
| **Row actions** | On hover / Always | Whether the view / edit / delete links on each row appear only on hover or stay visible. |
| **Phone & e-mail** | Always shown / On hover / Hidden | Whether the phone and e-mail columns are always shown, revealed on hover, or hidden (a speed-vs-privacy balance). |
| **Overdue follow-up** | Off, or after **N days** | Flag leads with **no contact in the last N days** (or never contacted) as a **red row marker** or a **badge on the name**, so neglected leads are easy to spot. Set the number of days to `0` to turn it off. |

## Line up each column

You can set the **text alignment** — left, centre or right — for **each column** of the leads list, to
taste. **Left is the default**, so nothing changes until you pick a different alignment for a column.

## The hover mini-card

Turn on the **hover mini-card** and a small floating card of quick info appears when you point at a lead —
**name, company, status, source, assignee, phone, e-mail and last contact** — without opening the lead. You
choose where it triggers: on the **lead name**, on the **assignee**, on **both**, or **off**. Great for a fast
glance while scanning the list.

## The Kanban card (compact)

Prefer the board view? Turn on **Kanban card (compact)** to make the lead cards on the Kanban board denser.
The compact card keeps the **title, value and created date** but hides the **source** and **last contact**, and
moves the 🔥/🟡/❄️ temperature badge into the **top corner** — so more cards fit in each column at a glance. The
normal card is unchanged when this is off.

## Choose what shows on the Kanban card

Configurare → Lead-uri → **Cartelă Kanban** lets you decide **which fields appear on the board card and in what
order** — no development request needed. The screen has **two tabs, each with a live preview**:

- **Edit card** — the card as it sits on the board. Tick the fields you want and arrange them with the arrows.
  Fields are grouped into **Header** (beside the lead name), **Left column**, **Right column** and **Footer**
  (full width). The lead **name can't be hidden** — it is the card and its click target.
- **Edit expanded card** — the detail drawer that opens when you click the ⤢ icon on a card. Same idea: tick and
  arrange the fields that show there.

The **assignee** is two separate fields — **Assignee (avatar)** and **Assignee (name)** — so you can show the
photo only (the default), the name only, or both. The expanded card also offers commercial extras that ship
**off**: assignee, contact person, source, lead value, last contact and tags — turn on whatever your team needs.

Everything ships exactly as before: turn nothing on and the card and its drawer look identical to today. **Save**
applies both tabs; **Back to default** returns both cards to the shipped layout.

## How the Kanban board scrolls

**Kanban board scrolling** (Configurare → Lead-uri) lets each client pick how the board scrolls vertically:

- **Per-column scroll** (default) — each column scrolls on its own; cards load as you scroll a column **and** as
  you scroll the browser page.
- **Whole page** — columns grow with their content and the whole browser page scrolls; cards load as you scroll.

Either way, cards now load **as you scroll** (no more hunting for a "Load more" button), and the board shows a
single horizontal scrollbar instead of two.

## Different views for different roles

The **Per-role display** section lets you give **each staff role its own view**: pick a preset (Standard /
Compact / Manager / Operator / Omnichannel) for a role, or leave it on **Use the global view** to follow the
general settings above. So your **operators** can see a Compact, action-heavy list while your **managers** see
the Manager view — all from the same install. A role you don't set simply follows the global settings.

## Make the list mobile-friendly

Turn on **Small screens** and the list **auto-compacts on laptops and tablets**: tighter rows, smaller avatars,
the inline name and contact details tuck away, and the row actions shrink — so the list stays usable on a
narrow screen. On a big monitor nothing changes. (Which columns show is still each person's own choice via the
**Columns** control on the list.)

## What happens when you click a lead

The **When a lead is opened** setting decides what happens when someone clicks a lead name in the list:

| Choice | What happens |
|--------|--------------|
| **Quick modal** (default) | The lead opens in a pop-up window over the list. |
| **Side drawer** | The lead slides in from the right as a full-height panel, so the list stays visible behind it. |
| **Full page** | The lead opens as its own full page. |
| **New browser tab** | The lead opens in a new tab, leaving your list exactly where it was. |

Pick whatever matches how your team works — for example a **side drawer** keeps context while you glance at a
lead, while **new tab** suits people who juggle several leads at once.

## Let each person keep their own view

The **Per-user preferences** setting decides who controls the density:

- **Admin forces the global view** (default) — everyone sees the settings you chose here.
- **Each user keeps their own density** — a small **density picker** (Standard / Compact / Comfortable) appears
  on the leads toolbar, and each person's choice is remembered for them across sessions, without affecting
  anyone else.

This builds on the per-user **Columns** control on the list, so a user can shape both the row density and which
columns they see — while you still set the baseline for everyone.

## Arrange your columns

When per-user preferences are on, the leads list shows an **"Organize columns"** button. Click it to enter
**arrange mode**: drag a column **header** to reorder the columns, and drag a column's **edge** to make it wider
or narrower. Click **Save** to keep your layout — it's remembered for you personally and survives reloading the
page and logging out and back in. This works alongside the per-user **Columns** show/hide control, so you shape
the order, the width and which columns you see.

## Simplify the New-lead form

You can simplify the **New lead** form by hiding the optional fields you don't use. On the Display & behaviour
page, **New-lead form fields** lets you untick the optional fields — **title, website, phone, value, company,
address, city, state, zip, country, language, description and tags** — so they no longer appear on the form. The
essentials — **name, source, status and assignee** — are always shown.

## The pipeline step on the New-lead form

On the **New lead** form a **pipeline** (funnel) selector appears above the status. The status list stays
**disabled until you pick a pipeline**; once you do, it filters down to just that pipeline's stages and selects
the first stage for you — so you can't accidentally set a stage that doesn't belong to the chosen pipeline. It
only appears when your **sales pipelines** are set up.

## Highlight fresh vs stagnating leads

At the bottom of the Display page, the **Stage-stagnation temperature** card adds a temperature badge to leads
based on **how long a lead has been sitting in its current stage**:

- Switch on **Show the temperature badge**.
- For each pipeline stage, set **Hot ≤ (min)** and **Cold > (min)** in minutes. A lead newer than the *Hot*
  threshold reads as fresh 🔥; one older than the *Cold* threshold reads as stagnating ❄️; anything in between is
  neutral 🟡.

This lets you catch leads going cold before they're lost. It needs your **sales pipelines** to be active,
because the badge reads the stage-change history the pipeline records.

## Show each person only their own totals

Normally the **totals bar** (the KPI figures above the list) and the **kanban stage sums** count everyone's
leads. You can restrict this so each user sees only **their own** totals: turn on **Restrict totals to own
leads**, then grant the **View global lead totals** permission to the roles that should still see company-wide
totals (managers, C-level). Everyone else — for example sales agents — then sees only their own totals. It's
**off by default**, so nothing changes until you switch it on.

## Control who can win or lose a lead

You can control who may move a lead into a **Won** or a **Lost** final stage. When the restriction is switched
on, only staff granted the **Move leads to Won** / **Move leads to Lost** permission may drag or move a lead into
a winning or losing stage — and it's enforced everywhere a lead's stage can change: the list, the kanban board
and the BX lead view.

You can also **require a reason** when marking a lead as Lost: with that on, a lead can't be moved to Lost until
the person types a short reason, which is saved as a note on the lead.

Both are **opt-in and off by default**.

## Components (admin only)

The **Components** page (`/admin/tsync_leads_settings/components`) holds two switches that change how the Leads
module works. It is **admin-only** — a user with just the Display permission can never change these, even by
opening the page.

- **Lead naming model** — decides what a lead's *name* means:
  - **Contact person** (default) — the lead name is the person you're talking to.
  - **Deal / transaction name** — the lead name is the deal itself (e.g. "Kitchen renovation — Ionescu"), and
    the actual contact person is captured separately in a "Contact person" block on the lead. This matches how
    **amoCRM**-style pipelines are organised, so imported leads keep their deal names and still have
    a real person attached when you convert them to a client.
- **Fast Contract** — turns on an **"Issue contract"** button on the lead card, letting authorized staff issue
  an internal contract straight from a lead. Off by default. See [Fast Contract](fast-contract.md) for the full
  flow.

## Who can change these settings

By default the Display page is administrators-only. On the **Leads** row of the role settings you can grant
three separate permissions to a role:

| Permission | What it grants |
|------------|----------------|
| **List display & behaviour** | Opens and changes the Display page (`/admin/tsync_leads_settings`) without full admin rights. |
| **Create web-to-lead forms** | Lets the role build and edit the public lead-capture forms. |
| **View own leads only** | Restricts the member to **only the leads assigned to them** — useful when a staff member should not see the whole leads list. |
| **View global lead totals** | With **Restrict totals to own leads** switched on, lets the role still see the company-wide totals bar and kanban sums instead of only their own. |
| **Move leads to Won** | Lets the role move a lead into a winning (**Won**) final stage, when that restriction is switched on. |
| **Move leads to Lost** | Lets the role move a lead into a losing (**Lost**) final stage, when that restriction is switched on. |

None of these changes who can open the **Components** page — that stays admin-only. And unless you use **View
own leads only**, the leads **list** itself stays open to every staff member as before.

## See also

- [Leads (list)](leads.md) — working with the leads list.
- [Fast Contract](fast-contract.md) — issue a contract straight from a lead (enabled on the Components page).
- [BX Leads view](modules/tsync-bx-leads.md) — the alternative lead view and its own settings.