Introduction
This is the page where user you can manage the lead accounts in Seamless; also, to convert the leads into customer accounts.
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In order to access the leads list, users you should have “View leads” permission.
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Action | Name | Description |
|---|---|---|
 | Create | User needs You need to have the “Create leads” permission to see this button. This button is to open the Create Lead form popup where user you can create a new lead. To create a new lead, user you needs to fill all mandatory information which is marked with asterisk in the form.  |
 | Delete | User needs You need to have the “Delete leads” permission to see this button. The button is only enabled after user you has selected at least 1 lead to be deleted, it allows user you to delete multiple leads at the same time.  Before processing this action, user needs you need to confirm via a Confirmation dialog. After confirming, the selected leads will be deleted completely.  |
 | Convert | This action is to open the Create account form popup where user you can convert the lead into a new Person or Company Account.  To convert the lead to a new account, user needs you need to fill all mandatory information which is marked with asterisk in the form. |
 | Edit | User needs You need to have the “Update leads” permission to see this button. This action is to open the Update Lead form popup where user you can adjust information of the lead.  |
 | Delete | User needs You need to have the “Delete leads” permission to see this button. This button is to completely delete a single lead. Before processing this action, user needs you need to confirm via a Confirmation dialog.  |