Difference between revisions of "Lead List"
From TrueERP wiki
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| − | <p><span | + | <p><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> |
</p> | </p> | ||
<h2> Overview </h2> | <h2> Overview </h2> | ||
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</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> |
| + | </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> | </li></ul> | ||
| − | <p><br /> | + | <p><br /> |
</p> | </p> | ||
<ul><li>How to Access Lead List | <ul><li>How to Access Lead List | ||
Revision as of 13:32, 2 March 2011
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
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
