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Lead List

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Revision as of 00:02, 6 January 2014 by Omer Farooq (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:


  • 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