Leads/Prospects

The Leads/Propsects function will give you 2 drop downs:

  • New Lead/Prospect - This will take you to the New Lead/Prospect page where you can create a new Lead or Prospect in the system.
  • Leads/Prospects - This will take you to the Leads/Prospects search.

See the Leads/Prospects section for further information on this functionality.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.