Sales Lead Listing

This screen contains the inquiry results of the Manage Sales Leads routine. The list displays sales leads based on the selection criteria you specified in the Manage Sales Leads routine.

If a user other than the original salesperson updates a lead, those rows appear at the top of the grid. To edit a another salesperson's leads, you must have higher security access. Any user can add comments to a sales lead (via the Sales Lead Entry routine).

If you select active leads and then double-click on a row, you access the Sales Lead Entry screen. If you select inactive leads and then double-click on a row, you access the View Historical Sales Leads screen.