Working With Leads

All your Leads are listed on the Leads home page by default.

By default, Leads assigned to yourself will be shown, under the label My Open Leads on the results pane. To see Leads of other team members also, click the Team Open Leads link. A Closed Leads list is also available readily against the link.

You can use various search filters – Lead Stage, Status and Priority – to filter the results. You can also use the Lead Owner and Assigned To filters, to further narrow down your search.

On the Lead List screen, you can access the individual Lead details by clicking the link against the Lead Name.

The only operation that you can perform from the Lead List is to create a Calendar Activity for the Lead. Click the ‘+’ sign against the Lead to open the Activity screen.