Difference between revisions of "Lead List"
From TrueERP wiki
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| − | < | + | <p><span class="fck_mw_special" _fck_mw_customtag="true" _fck_mw_tagname="menu" align="center" name="myMenu">fckLRMore Detail=fckLR[[Contact Selection Range]]fckLR[[Marketing Contact]]fckLR[[Lead]]fckLR[[Lead List]]fckLR[[Lead/Quote Status Type]]fckLR[[Marketing Action List]]fckLR[[Marketing Contact List]]fckLR[[Marketing Ratios Report]]fckLR[[Marketing Reports]]fckLR[[Prospect (Marketing)]]fckLR[[Prospect List (Marketing)]]fckLR[[Print Reminders]]fckLR[[Sales Pipeline]]fckLR[[Sales Ratio Report]]fckLR[[Telemarketing]]fckLR[[Telemarketing List]]fckLR</span> |
| − | + | </p> | |
| − | [[Contact Selection Range]] | + | <h2> Overview </h2> |
| − | [[Marketing Contact]] | + | <p>The Lead List is a list of all current Leads showing the Lead Status. The fastest way to find an existing Lead is by this list. |
| − | [[Lead]] | + | |
| − | [[Lead List]] | + | |
| − | [[Lead/Quote Status Type]] | + | |
| − | [[Marketing Action List]] | + | |
| − | [[Marketing Contact List]] | + | |
| − | [[Marketing Ratios Report]] | + | |
| − | [[Marketing Reports]] | + | |
| − | [[Prospect (Marketing)]] | + | |
| − | [[Prospect List (Marketing)]] | + | |
| − | [[Print Reminders]] | + | |
| − | [[Sales Pipeline]] | + | |
| − | [[Sales Ratio Report]] | + | |
| − | [[Telemarketing]] | + | |
| − | [[Telemarketing List]] | + | |
| − | </ | + | |
| − | <h2> Overview </h2> | + | |
| − | <p>The Lead List is a list of all current Leads showing the Lead Status. | + | |
</p><p>Ways Lists in ERP can be Manipulated: | </p><p>Ways Lists in ERP can be Manipulated: | ||
</p> | </p> | ||
| − | <ul><li><a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a> | + | <ul><li><a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a> <br />*<a _fcknotitle="true" href="Searching f5 f6 f7">Searching f5 f6 f7</a> <br />*<a _fcknotitle="true" href="Customising Lists">Customising Lists</a> <br />*<a _fcknotitle="true" href="Report Printing Options">Report Printing Options</a> <br />*<a _fcknotitle="true" href="Export Data">Export Data</a> |
| − | </ | + | |
| − | </ | + | |
| − | </ | + | |
| − | </ | + | |
</li></ul> | </li></ul> | ||
| + | <p><br /> | ||
| + | </p> | ||
<ul><li>How to Access Lead List | <ul><li>How to Access Lead List | ||
</li></ul> | </li></ul> | ||
| − | <ul><li>Select <b>Marketing</b> tab | + | <ul><li>Select <b>Marketing</b> tab |
| − | </li><li>Select <b>Lead List</b> button | + | </li><li>Select <b>Lead List</b> button |
| − | </li><li>Double Click the lead name to edit or view details | + | </li><li>Double Click the lead name to edit or view details |
</li><li>Double Click any other field in the lead's row to create an action for the lead | </li><li>Double Click any other field in the lead's row to create an action for the lead | ||
</li></ul> | </li></ul> | ||
Revision as of 13:31, 2 March 2011
fckLRMore Detail=fckLRContact Selection RangefckLRMarketing ContactfckLRLeadfckLRLead ListfckLRLead/Quote Status TypefckLRMarketing Action ListfckLRMarketing Contact ListfckLRMarketing Ratios ReportfckLRMarketing ReportsfckLRProspect (Marketing)fckLRProspect List (Marketing)fckLRPrint RemindersfckLRSales PipelinefckLRSales Ratio ReportfckLRTelemarketingfckLRTelemarketing ListfckLR
Overview
The Lead List is a list of all current Leads showing the Lead Status. The fastest way to find an existing Lead is by this list.
Ways Lists in ERP can be Manipulated:
- <a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a>
*<a _fcknotitle="true" href="Searching f5 f6 f7">Searching f5 f6 f7</a>
*<a _fcknotitle="true" href="Customising Lists">Customising Lists</a>
*<a _fcknotitle="true" href="Report Printing Options">Report Printing Options</a>
*<a _fcknotitle="true" href="Export Data">Export Data</a>
- How to Access Lead List
- Select Marketing tab
- Select Lead List button
- Double Click the lead name to edit or view details
- Double Click any other field in the lead's row to create an action for the lead
