Difference between revisions of "Lead List"
From TrueERP wiki
| Line 18: | Line 18: | ||
[[Telemarketing List]] | [[Telemarketing List]] | ||
</menu> | </menu> | ||
| − | == | + | <h2> Overview </h2> |
| + | <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. | ||
| + | </p><p>Ways Lists in ERP can be Manipulated: | ||
| + | </p> | ||
| + | <ul><li><a _fcknotitle="true" href="Filtering Lists">Filtering Lists</a> | ||
| + | </li><li><a _fcknotitle="true" href="Searching f5 f6 f7">Searching f5 f6 f7</a> | ||
| + | </li><li><a _fcknotitle="true" href="Customising Lists">Customising Lists</a> | ||
| + | </li><li><a _fcknotitle="true" href="Report Printing Options">Report Printing Options</a> | ||
| + | </li><li><a _fcknotitle="true" href="Export Data">Export Data</a> | ||
| + | </li></ul> | ||
| + | <ul><li>How to Access Lead List | ||
| + | </li></ul> | ||
| + | <ul><li>Select <b>Marketing</b> tab | ||
| + | </li><li>Select <b>Lead List</b> button | ||
| + | </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></ul> | ||
Revision as of 13:30, 2 March 2011
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
