Difference between revisions of "Lead List"
From TrueERP wiki
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| − | + | <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> | |
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| − | + | == 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: | |
| − | + | *[[Filtering Lists]] | |
| − | + | *[[Searching f5 f6 f7]] | |
| − | + | *[[Customising Lists]] | |
| − | + | *[[Report Printing Options]] | |
| − | + | *[[Export Data]] | |
| − | + | <br> | |
| − | + | ||
| − | + | *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 | |
| − | + | ||
Revision as of 13:33, 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:
- 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
