Difference between revisions of "Find Leads Screen"
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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 brought up, and is reduced according to the parameters of the search fields above the leads list. First 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 eliminate irrelevant leads from the list below. | 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 brought up, and is reduced according to the parameters of the search fields above the leads list. First 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 eliminate irrelevant leads from the list below. | ||
| − | Clicking the specific lead name will take you to the [[View Lead Screen|View Lead | + | Clicking the specific lead name will take you to the [[View Lead Screen|View Lead]] screen where you can edit or delete the lead. |
Revision as of 23:06, 16 September 2007
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 brought up, and is reduced according to the parameters of the search fields above the leads list. First 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 eliminate irrelevant leads from the list below.
Clicking the specific lead name will take you to the View Lead screen where you can edit or delete the lead.
