Left Navigation
- Create Lead – You can create lead by entering pertained information in the appropriate fields through creating the lead page. Click on “Create & New” button to save and continue creating new leads or Click on “Create” button to view lead information.
- All Leads – You can view all leads by clicking “All Leads”.
- Recently Created – Recently created leads will be displayed.
- By Queue – This menu expands to show a list of leads assigned to you, to your employees and to your teams.
- Directory – This menu expands to show all the leads. You can custom view the leads by selecting particular letter.
- To Follow Up – This menu expands to show leads that are to be followed by you.
- By Status – This menu expands to show leads from different statuses.
- By Market – This menu expands to show leads from different markets.
- By Source – This menu expands to show leads from different sources.
- By Rank – You can view the leads by their priority.
- By Territory – This menu expands to show leads from different territories.
- My Views – The custom search of leads can be saved as views.
- Shared Views – The custom views shared by other employees to you.
- Quick Links – You can view the saved related links for quick reference.
Leads Navigation was last modified: January 30th, 2024 by
