Lead List
From TrueERP wiki
Revision as of 00:02, 6 January 2014 by Omer Farooq (Talk | contribs)
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