|
|
Line 1: |
Line 1: |
− | <span align="center">fckLRMore Detail=fckLR<a _fcknotitle="true" href="Contact Selection Range">Contact Selection Range</a>fckLR<a _fcknotitle="true" href="Marketing Contact">Marketing Contact</a>fckLR<a _fcknotitle="true" href="Lead">Lead</a>fckLR<a _fcknotitle="true" href="Lead_List" class="selflink">Lead_List</a>fckLR<a _fcknotitle="true" href="Lead/Quote Status Type">Lead/Quote Status Type</a>fckLR<a _fcknotitle="true" href="Marketing Action List">Marketing Action List</a>fckLR<a _fcknotitle="true" href="Marketing Contact List">Marketing Contact List</a>fckLR<a _fcknotitle="true" href="Marketing Ratios Report">Marketing Ratios Report</a>fckLR<a _fcknotitle="true" href="Marketing Reports">Marketing Reports</a>fckLR<a _fcknotitle="true" href="Prospect (Marketing)">Prospect (Marketing)</a>fckLR<a _fcknotitle="true" href="Prospect List (Marketing)">Prospect List (Marketing)</a>fckLR<a _fcknotitle="true" href="Print Reminders">Print Reminders</a>fckLR<a _fcknotitle="true" href="Sales Pipeline">Sales Pipeline</a>fckLR<a _fcknotitle="true" href="Sales Ratio Report">Sales Ratio Report</a>fckLR<a _fcknotitle="true" href="Telemarketing">Telemarketing</a>fckLR<a _fcknotitle="true" href="Telemarketing List">Telemarketing List</a>fckLR</span>
| |
− |
| |
| == Overview == | | == 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. | | 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: | | Ways Lists in ERP can be Manipulated: |
| + | |
| *[[Filtering Lists]] | | *[[Filtering Lists]] |
| *[[Searching f5 f6 f7]] | | *[[Searching f5 f6 f7]] |
Line 11: |
Line 11: |
| *[[Report Printing Options]] | | *[[Report Printing Options]] |
| *[[Export Data]] | | *[[Export Data]] |
| + | |
| <br> | | <br> |
| | | |
Revision as of 00:02, 6 January 2014
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:
- 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