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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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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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The Lead List provides you some information of the leads:
Name (by clicking on the Lead Name, you will be redirected to the corresponding Lead Details page)
Company
Mobile
Email
Organization
In the Lead List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
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You can also perform following actions:
Search & filter
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This provides more search criteria for the Lead entity:
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