Add New Lead Shortcut
From Opentaps Wiki
Revision as of 06:57, 27 September 2007 by JRZeitlin (talk | contribs) (Protected "Add New Lead Shortcut": Sysop page [edit=sysop:move=sysop])
You can add a new lead quickly by using the "New Lead Shortcut". Enter the lead's company name, first and last name, phone number, and email address and click the [Create] button. This will save the lead's information and take you to the View Lead Screen.