Leads

Intro - Leads - Sales Force Automation
See here for an overview of Jobs & Workflow
Fri, 2 Mar, 2018 at 1:24 PM
Info - Lead Job Data
Lead Job When a new lead is created this is the screen where you can maintain the Lead. The Common details will show you the basic details abou...
Fri, 2 Mar, 2018 at 1:06 PM
How To - Remove a Lead
Occasionally you may need to delete/remove a lead.  Cases could include times when the lead was mistakenly duplicated, or it was so cold it should never hav...
Fri, 2 Mar, 2018 at 1:33 PM
How To - Changing Lead Status
This is similar to removing a Lead. Except for the fact that you may want to report on the leads lost.  Hence you will only have to cancel the lead and ...
Fri, 2 Mar, 2018 at 1:34 PM