Leads/How To View Available Lists - Revision history

J.collier at 18:49, 12 November 2012

2012-11-12T18:49:31Z

2012-11-12T18:49:02Z

2012-11-12T18:48:34Z

2012-11-12T18:47:54Z

2012-11-12T18:41:28Z

2012-11-12T18:40:46Z

2012-11-12T18:17:29Z

2012-11-12T17:06:21Z

2012-09-27T09:09:18Z

2012-09-26T05:00:40Z

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 Clicking on the '''Leads''' module will show you the available lead lists. You may return to this listing at any time from within the Leads module by selecting '''Lead List(s)''' in the Leads module home section, or by selecting '''Leads''' from the module tabs at the top of the screen.
-Lists of leads can be imported, divided, and cataloged by your criteria.  '''Auto Assignment Rule'''s can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
+Lists of leads can be imported, divided, and cataloged by your criteria.  '''Auto Assignment Rules''' can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
 You may click on a leads list title to view a listing of leads within that lead list. You may then click on an individual lead name to view detail about that lead.

← Older revision		Revision as of 18:49, 12 November 2012
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−	Clicking on the Leads module will show you the available lead lists. You may return to this listing at any time from within the Leads module by selecting '''~~Leads~~ List''' in the Leads module home section, or by selecting '''Leads''' from the module tabs at the top of the screen.	+	Clicking on the '''Leads''' module will show you the available lead lists. You may return to this listing at any time from within the Leads module by selecting '''Lead List(s)''' in the Leads module home section, or by selecting '''Leads''' from the module tabs at the top of the screen.

	Lists of leads can be imported, divided, and cataloged by your criteria. '''Auto Assignment Rule'''s can also be created to automatically filter leads to specified employees during import. These lead lists are then available to their assigned owner.		Lists of leads can be imported, divided, and cataloged by your criteria. '''Auto Assignment Rule'''s can also be created to automatically filter leads to specified employees during import. These lead lists are then available to their assigned owner.

@@ Line 2: / Line 2: @@
 Lists of leads can be imported, divided, and cataloged by your criteria.  '''Auto Assignment Rule'''s can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
-You may click on a leads list title to view a listing of leads within that lead list. You may then click on an individual lead name to view detail about that lead.<br />
+You may click on a leads list title to view a listing of leads within that lead list. You may then click on an individual lead name to view detail about that lead.
 [[File:Detaillead.jpg]]
 Return to [[Leads]]

@@ Line 1: / Line 1: @@
-Clicking on the Leads module will show you the available lead list catalogs. You may return to the opening screen at any time from within the Leads module by selecting “Leads List” in the Leads Module Action panel, or by selecting Leads from the modules tab at the top of the screen.
+Clicking on the Leads module will show you the available lead lists. You may return to this listing at any time from within the Leads module by selecting '''Leads List''' in the Leads module home section, or by selecting '''Leads''' from the module tabs at the top of the screen.
-#View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.
+Lists of leads can be imported, divided, and cataloged by your criteria.  '''Auto Assignment Rule'''s can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
 <br />
-You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
+You may click on a leads list title to view a listing of leads within that lead list. You may then click on an individual lead name to view detail about that lead.<br />
 [[File:Detaillead.jpg]]
 Return to [[Leads]]

@@ Line 7: / Line 7: @@
 <br />
-::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
+You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
-::::::::::[[File:Detaillead.jpg]]
+[[File:Detaillead.jpg]]
 Return to [[Leads]]

← Older revision		Revision as of 18:17, 12 November 2012
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	::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />		::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
	::::::::::[[File:Detaillead.jpg]]		::::::::::[[File:Detaillead.jpg]]
		+
		+
		+	Return to [[Leads]]

← Older revision		Revision as of 17:06, 12 November 2012
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	#View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.		#View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.
	#View available Lead lists at any time from within the Leads module by clicking on the “Leads List” option in the Leads Module Action panel		#View available Lead lists at any time from within the Leads module by clicking on the “Leads List” option in the Leads Module Action panel
		+
		+	Lists of leads can be imported, divided, and cataloged by your criteria. Auto Assignment Rules can also be created to automatically filter leads to specified employees during import. These lead lists are then available to their assigned owner.
		+	<br />
		+
		+	::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
		+	::::::::::[[File:Detaillead.jpg]]

← Older revision	Revision as of 09:09, 27 September 2012
(No difference)

← Older revision		Revision as of 05:00, 26 September 2012
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	Clicking on the Leads module will show you the available lead list catalogs. You may return to the opening screen at any time from within the Leads module by selecting “Leads List” in the Leads Module Action panel, or by selecting Leads from the modules tab at the top of the screen.		Clicking on the Leads module will show you the available lead list catalogs. You may return to the opening screen at any time from within the Leads module by selecting “Leads List” in the Leads Module Action panel, or by selecting Leads from the modules tab at the top of the screen.
		+	[[File:leadlist.jpg\|left\|thumb]]
		+	#View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.
		+	#View available Lead lists at any time from within the Leads module by clicking on the “Leads List” option in the Leads Module Action panel