Leads Overview
Please click the link below to go through an overview of the Leads screen and it's functionality.
Related Articles
Leads Module
A lead funnel is a process where a potential customer becomes aware of your products and services, shows interest, and hopefully moves through the funnel as a paying customer. The Sandbox funnel provides a visual representation of your leads allowing ...Review Closed/Won Leads
Once a lead has been Won or Closed the leads are accessible by clicking on the Closed on Won stage box at the top of the browser. The leads will open in a window and can be accessed by double-clicking on a lead. Once open, the lead can be reopened by ...View and Edit Lead
Let's understand what we are looking at when viewing the Sales>Leads screen. The left panel of this screen displays a filterable pipeline value by team member and monthly estimated value. To filter simply click on the segment and the data showing on ...Create Lead
There are 2 ways to create a lead. You can either "Create a Lead" from the Sales>Leads screen using the "Create Lead" button. OR you can create a lead from a Company record using the Create Lead button. This will open a new lead screen. Simply fill ...Settings and Permissions
At least one user in your organization will have access to the Settings and Permissions App. This user will be able to add new users, grant permissions, and update system lists in your environment. User Administration Under Security, you will be able ...