View Historical Sales Leads
Access
Use this inquiry to display all historical sales leads for a customer. After you enter a valid customer code, all closed leads (if any) for the customer appear in the grid. The Status field indicates if this customer has another active lead at this point in time. The status can be either Active or Inactive.
Contact
Enter the code of the contact whose lead history you want to inquire upon. If you click on the Search button, the Search for a Customer screen appears from which you can search for and select a contact. Although you are using the search for customer screen, during this routine you can only search for sales lead contacts.
SalespersonThe salesperson associated with the selected customer appears.
StatusThe current status of the selected customer appears.