Leads/How To View Available Lists

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.

1. View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.
2. 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.

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.

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