Difference between revisions of "New Lead"
From Opentaps Wiki
Jump to navigationJump to search (New page: == New Lead == Like the “Shortcuts” menu, the “New Lead” section remains available on each page within the “Leads” category. This section allows you to add the most basic inf...) |
m (Protected "New Lead": Sysop page [edit=sysop:move=sysop]) |
(No difference)
| |
Latest revision as of 22:10, 7 September 2007
New Lead
Like the “Shortcuts” menu, the “New Lead” section remains available on each page within the “Leads” category. This section allows you to add the most basic information for a new lead to your “My Leads” list. After entering the appropriate data into any or all of the available fields, click [Create] to add the lead to “My Leads”.
Pressing [Create] will automatically take you to the profile of the lead you have just created. From the View Lead screen you can edit or add additional information about the lead, as well as a variety of other functions.
