View Lead
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The "View Lead" page is divided into 9 distinct sections:
Contents
Lead
The Lead section has more detailed information, as well as 5 basic functions:
Duplicate Lead
- Clicking [Duplicate Lead] will allow you to create an identical lead listing that can be used to either store alternate information on a lead, or to assign the same lead to multiple team members.
Qualify Lead
Edit
- Clicking [Edit] will allow you to modify all fields available in the "Lead" section.
Delete
- This will remove the lead from the "My Leads" list and from the Opentaps system
Reassign
- This function allows you to reassign the lead to another Team Member. You can either enter the team member into the reassign field and click [Reassign], or you can click the icon next to the reassign field to search for a team member by first and/or last name, or by selecting the team member from the a list that will appear on the page.
