http://trueerp.com/erpwiki/index.php?action=history&feed=atom&title=12_Leads_Link 2026-10-24T07:56:31Z Revision history for this page on the wiki MediaWiki 1.23.2 http://trueerp.com/erpwiki/index.php?title=12_Leads_Link&diff=5653&oldid=prev 2014-12-17T17:49:52Z

<p></p> <table class='diff diff-contentalign-left'> <col class='diff-marker' /> <col class='diff-content' /> <col class='diff-marker' /> <col class='diff-content' /> <tr style='vertical-align: top;'> <td colspan='2' style="background-color: white; color:black; text-align: center;">← Older revision</td> <td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 17:49, 17 December 2014</td> </tr><tr><td colspan="2" class="diff-lineno">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">Can you create a New Appointment from the Lead screen?</del></div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">'''Leads Link'''</ins></div></td></tr> <tr><td class='diff-marker'>&#160;</td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'>&#160;</td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"></td></tr> <tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">♦&#160; Definitely your </del>can create a <del class="diffchange diffchange-inline">New </del>appointment from the Lead screen. <del class="diffchange diffchange-inline"> </del>Go <del class="diffchange diffchange-inline">too </del>Marketing Module<del class="diffchange diffchange-inline">, </del>Select Lead List<del class="diffchange diffchange-inline">,&#160; </del>Double click&#160; your <del class="diffchange diffchange-inline">lead, then at the bottom of the </del>Lead <del class="diffchange diffchange-inline">card click on </del>Appointment button and it will automatically load the main calendar<del class="diffchange diffchange-inline">, choose </del>the timings<del class="diffchange diffchange-inline">, </del>close the main calendar <del class="diffchange diffchange-inline">and </del>Save to finish transaction<del class="diffchange diffchange-inline">.</del></div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">'''Can you create a New Appointment from the Lead screen?'''</ins></div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&#160;</div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">You </ins>can create a <ins class="diffchange diffchange-inline">new </ins>appointment from the Lead screen.</div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* </ins>Go <ins class="diffchange diffchange-inline">to '''</ins>Marketing<ins class="diffchange diffchange-inline">''' </ins>Module</div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* </ins>Select <ins class="diffchange diffchange-inline">'''</ins>Lead List<ins class="diffchange diffchange-inline">'''</ins></div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* </ins>Double click&#160; your <ins class="diffchange diffchange-inline">'''</ins>Lead<ins class="diffchange diffchange-inline">''' </ins></div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* Click '''</ins>Appointment<ins class="diffchange diffchange-inline">''' </ins>button and it will automatically load the main calendar</div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* Choose </ins>the timings <ins class="diffchange diffchange-inline">(</ins>close the main calendar<ins class="diffchange diffchange-inline">)</ins></div></td></tr> <tr><td colspan="2">&#160;</td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* '''</ins>Save<ins class="diffchange diffchange-inline">''' </ins>to finish transaction</div></td></tr> </table>

Angelica http://trueerp.com/erpwiki/index.php?title=12_Leads_Link&diff=5002&oldid=prev 2014-12-04T13:19:10Z

<p>Created page with &quot;Can you create a New Appointment from the Lead screen? ♦ Definitely your can create a New appointment from the Lead screen. Go too Marketing Module, Select Lead List, Do...&quot;</p> <p><b>New page</b></p><div>Can you create a New Appointment from the Lead screen?<br /> <br /> ♦ Definitely your can create a New appointment from the Lead screen. Go too Marketing Module, Select Lead List, Double click your lead, then at the bottom of the Lead card click on Appointment button and it will automatically load the main calendar, choose the timings, close the main calendar and Save to finish transaction.</div>

BethD