Difference between revisions of "My Leads Page"

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== Shortcuts ==
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The "My Leads" screen is the home screen for the leads section.  It allows you to view a list of your leads and their basic contact information (lead name, company name, city, primary email. primary phone number). 
  
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Clicking on the lead name/ID number will bring up the [[View Lead Screen]].
  
The Shortcuts menu is a navigation tool that allows you to jump to any of the five principle pages related to leads:
 
  
*My Leads
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'''User Manual page''' > [[The Leads Tab]]
*Create Lead
 
*Find Leads
 
*Merge Leads
 
*Create Catalog Request
 
 
 
 
 
''Please note: The Shortcuts menu is available on each page within the “Leads” category.''  
 
 
 
 
 
*[[New Lead]]
 
 
 
*[[My Leads]]
 

Latest revision as of 15:25, 5 October 2009

The "My Leads" screen is the home screen for the leads section. It allows you to view a list of your leads and their basic contact information (lead name, company name, city, primary email. primary phone number).

Clicking on the lead name/ID number will bring up the View Lead Screen.


User Manual page > The Leads Tab