Introduction
This is the page where user can manage the lead accounts in Seamless; also, to convert the leads into customer accounts.
Pre-requisites
In order to access the leads list, users 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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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 | User needs to have the “Create leads” permission to see this button. This button is to trigger the Create account form popup where user can create a new Person or Company Account. |
 | 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.  |
 | Convert | This action is to trigger 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 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.  |