Simon Clive: Created page with "Actions What is an example of an "Action"? Default Action "Types" available for selection in the drop down list in the Type column of the lead form are: Approved DM Contacted..."

2011-06-28T04:37:32Z

Created page with "Actions What is an example of an "Action"? Default Action "Types" available for selection in the drop down list in the Type column of the lead form are: Approved DM Contacted..."

New page

Actions

What is an example of an "Action"?

Default Action "Types" available for selection in the drop down list in the Type column of the lead form are:

Approved
DM Contacted
Email
Follow-up
Invalid Number
Not Approved
Not Interested
Rescheduled
Sent Brochure

Other Actions that can be performed from within the Lead form by selecting the relevant button are:

Follow Up
Appointment (upon selection will create a Prospect of the Lead)
Quote (upon selection will create a Customer of the Lead)
Sales Order (upon selection will create a Customer of the Lead)
Invoice (upon selection will create a Customer of the Lead)

11 Actions - Revision history

Simon Clive: Created page with "Actions What is an example of an "Action"? Default Action "Types" available for selection in the drop down list in the Type column of the lead form are: Approved DM Contacted..."