Create:

•New Lead - Allows users to create a new CRM Lead by navigating users to CRM Lead Entry/Maintenance.

•Import Leads - Allows users to import leads from an Excel spreadsheet. For more information please refer to Importing Data from a Spreadsheet.

Refresh (F5) - Will refresh the items in the screen.

Leads For - Clicking the allows users to select the Operator code they wish to see leads for. Note: Leads are assigned to operators not rep codes or can be left unassigned.

Lead Status - Clicking the drop down arrow allows users to filter the list to a specific lead status.

Search (F3) - Allows users to search for a keyword to filter the list (e.g. part of a name).

Displays a list of leads based on the selected parameters.

View/Edit Lead - Navigates users to CRM Lead Entry/Maintenance.

Assign Leads - Allows users to assign/reassign the selected leads.

Update Status - Allows users to update the status of the selected leads.

Snooze Leads - Allows users to snooze the selected leads until the date specified.

Create Task(s) - Allows users to create tasks from the selected leads. Please refer to Creating a Task from a Lead for more information.

Convert to Prospect - Allows users to convert the selected lead into a Prospect. Please refer to Converting Lead to a Prospect for more information.

Hide Unqualifiable - When ticked, leads that have the status of ZZ - Unqualifiable will be hidden.

Hide Snoozed - When ticked, the leads that have been selected to be snoozed will be hidden until the date specified.

More - Allows users to display more results if applicable.

Exports the list of leads to Excel.

Selected Lead - Displays the details of the selected lead.  

Lead Notes/Attachments/Tasks (F9) - Navigates users to CRM Notes/Attachments/Tasks.

Navigates users to the CRM - Quick Attach Files screen to attach files to the selected task. Please refer to Quick Attach Files to CRM for more information.