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Lead List

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Revision as of 13:30, 2 March 2011 by Eliza (Talk | contribs)

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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