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
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Description
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Name
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Lead’s name, this field contains First Name and Last Name of the lead
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Company
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Company name of the lead
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Mobile
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Phone number of the lead
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Email address of the lead
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Organization
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Organization of the lead
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Action
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Name
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Description
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Create
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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.
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Delete
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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.
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Convert
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This action is to trigger the Create account form popup where user can convert the lead into a new Person or Company Account.
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To convert the lead to a new account, user needs to fill all mandatory information which is marked with asterisk in the form.
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Edit
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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.
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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.
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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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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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