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The page can be accessed via the “Accounts” → “Leads” menu option.
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Lead List
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Column
Description
Name
Lead’s name, this field contains First Name and Last Name of the lead
Company
Company name of the lead
Mobile
Phone number of the lead
Email address of the lead
Organization
Organization of the lead
Action | Name | Description |
|---|---|---|
 | Create | You need to have the “Create leads” permission to see this button. This button 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.  |
 | Delete | You need to have the “Delete leads” permission to see this button. The button 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.  Before processing this action, 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 you can convert the lead into a new Person or Company Account.  To convert the lead to a new account, you need to fill all mandatory information which is marked with asterisk in the form. |
 | Edit | 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.  |
 | Delete | 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, you need to confirm via a Confirmation dialog.  |
 | Search & Filter | This provides more search criteria for the Lead entity:
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 |