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