Introduction
This is the page where you can manage the lead accounts in Seamless; also, to convert the leads into customer accounts.
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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Create Lead
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The "Leads" feature helps you manage potential customers who haven't made a purchase yet. Seamlessly create, edit, or remove leads, and keep track of all your prospects in one place to grow your customer base effectively.
Manage leads
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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 & 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.
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The Leads list displays key details like Name, Company, Mobile, Email, and Organization. Click an lead name to view details, reorder columns by dragging, or customize the displayed columns using the column config option. Easily search and filter the lead list by name, email, mobile, or other details to quickly find what you need. If multiple search criteria are used, the system combines them to display accounts with matching attributes for all selected values. |
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The Lead Details page provides a comprehensive view of lead information  This section gives you all the information about the sale. Besides, you can also perform the following actions:
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Create & Convert leads
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