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Salesperson > Leads page [guide]

Navigation | Add a lead | Convert a lead | Delete a lead

Navigation

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Your Leads Screen will have all of your favorite and recent leads.

Search for leads by using the search bar.

Add a Lead

Select New Lead at the top of the screen. A window will appear and you can fill out the appropriate information. Select the Show More icon to add additional information and select Save.

Convert a Lead

To convert a lead into a contact/opportunity select the icon labeled Convert. You can choose to convert your lead into a Contact, Company, link it to an Existing Company or Create An Opportunity.

NOTE: Select more than one square when converting a new Lead, to create a Company or Opportunity as well.

Delete a Lead

To delete a lead select More, and Delete Lead.

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