Introduction
This is the page where you can manage the lead accounts in Seamless; also, to convert the leads into customer accounts.
Pre-requisites
In order to access the leads list, you should have “View leads” permission.
The page can be accessed via the “Accounts” → “Leads” menu option.
Lead List
Action | Name | Description |
|---|---|---|
 | Create | 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.  |
 | Delete | 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.  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 action 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 |