Lead List
From TrueERP wiki
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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:
- <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