The Leads button on the Main Menu allows users to view a list of Leads from the CRM.
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The Lead Details screen has multiple tabs Outstanding Tasks, Notes & Attachments and Tasks History, with each tab described below. Please note: Some tabs within this section will only display approximately 100 of the most recent results, a search box is provided to allow users to filter records to view more items matching the search criteria.
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Tapping the Outstanding Tasks tab will display a list of outstanding tasks for the selected lead.
The task number is displayed. Attached To - Displays that the task is attached to a Lead. Category - Displays the task category. Priority - Displays the priority of the task. Created By - Displays the name of the operator who created the task. Task For - Displays the name of the Sales Rep the task was created for. Created - Displays the date the task was created. Start Date - Displays the start date for the selected task. Date Due - Displays the due date for the selected task. The due date text will display red if the date is past due, blue if it is due today and black when the due date is in the future. Displays the detail of the selected task.
Tapping the Pencil icon will navigate users to the Edit Task screen. Please refer to Edit Task for more information. Tapping the Tick icon will navigate users to the Complete Task screen. Please refer to Complete Task for more information. Tapping the Rubbish Bin icon will allow users to cancel the selected task. Please refer to Cancel Task for more information. |
Tapping the Notes & Attachments tab will display a list of notes and attachments for the lead. Users can enter keyword/s to search for a specific note/attachment. Keywords used need to be visible on the screen for the note. (Approximately 100 of the most recent results will be displayed).
The note number is displayed. Attached To - Displays that the note is attached to a lead. Category - Displays the note category. User - Displays the operator name who created the note. Date - Displays the date and time the note was created. Displays the detail of the selected note and attachment Attachments - Displays the location path of the attachment (if applicable). Tapping on the open folder icon will allow users to view the attachment.
Tapping the Pencil icon will navigate users to the Edit Note screen. Please refer to Edit Note for more information. Tapping the Rubbish Bin icon will allow users to delete the selected note. Please refer to Delete Note for more information. |
Add/Edit Lead Details
Snooze Lead
The Snooze Lead screen allows users to snooze a lead for a period of time to remove them from the leads list up until the snooze date.
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Update Lead Status
The Update Status screen allows users to update the status for a lead and to enter a note regarding the status change.
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