Introduction
This is the page where you can manage the lead accounts in Seamless; also, to convert the leads into customer accounts.
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Prerequisites
In order to access the leads list, you should have “View leads” permission.
The page can be accessed via the “Accounts” → “Leads” menu option.
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Lead List
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Action
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Name
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Description
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Create Lead
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You need to have the “Create leads” permission to see this button.
This action is to open the Create Lead form popup where you can create a new lead.
To create a new lead, you needs to fill all mandatory information which is marked with asterisk in the form.
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Delete Lead
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You need to have the “Delete leads” permission to see this button.
The action is only enabled after you has selected at least 1 lead to be deleted, it allows you to delete multiple leads at the same time.
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Before processing this action, you need to confirm via a Confirmation dialog. After confirming, the selected leads will be deleted completely.
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Convert Lead
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This action is to open the Create account form popup where you can convert the lead into a new Person or Company Account.
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To convert the lead to a new account, you need to fill all mandatory information which is marked with asterisk in the form.
Edit Lead
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You need to have the “Update leads” permission to see this button.
This action is to open the Update Lead form popup where you can adjust information of the lead.
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Delete Lead
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You need to have the “Delete leads” permission to see this button.
This action is to completely delete a single lead. Before processing this action, you need to confirm via a Confirmation dialog.
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Search &
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filter
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This provides more search criteria for the Lead entity:
First Name
Last Name
Mobile
Email
KAM
Company Name
Address
Postcode
City
Country
If multiple search criteria are selected/input, the system will combine all the criteria and search for the leads who have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.