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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.
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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.
  
#View available Lead lists from anywhere in On-Demand by clicking on the “Leads” Module Tab along the top of the page.
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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.
#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.
 
 
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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 />
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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]]
 
[[File:Detaillead.jpg]]
  
  
 
Return to [[Leads]]
 
Return to [[Leads]]

Revision as of 18:47, 12 November 2012

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.

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.
Detaillead.jpg


Return to Leads