Difference between revisions of "Find Leads Screen"
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Jump to navigationJump to search (New page: You can select an lead from the complete leads list that appears below the "Find Leads" section of the screen. The complete list is available when the Find Leads screen is initially brough...) |
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| − | + | Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search fields and click the [Find Lead] button to find a list of leads that meet those fields. Entering the first characters or numbers into a search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all names beginning with "D", such as "David", "Debbie", etc. | |
| − | Clicking the specific lead name will take you to the [[View Lead Screen | + | Clicking the specific lead name will take you to the [[View Lead Screen]] where you can edit or delete the lead. |
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| + | '''User Manual page''' > [[The Leads Tab]] | ||
Latest revision as of 15:24, 5 October 2009
Select either "Name" or "Phone Number" as the search parameters from the drop down menu. Then enter the relevant information into the search fields and click the [Find Lead] button to find a list of leads that meet those fields. Entering the first characters or numbers into a search field will bring up all entries beginning with those characters/numbers. For example, entering "D" in a name search will bring up all names beginning with "D", such as "David", "Debbie", etc.
Clicking the specific lead name will take you to the View Lead Screen where you can edit or delete the lead.
User Manual page > The Leads Tab
