Lead List

To access the lead list click on “Leads” in the menu on the left, and then “Manage Leads”.

The lead list is in a table format by default. You can modify this setting through the search box or set the order of the information in the table by clicking on the headers.

The search box allows for different search methods, following the same function logic found in all the modules of the system (more information in the “Search Box” chapter).

You may visualize the lead list as a table or as a grid by clicking on the two buttons found on the top right-hand corner.

TIP: You can use keyboard shortcuts: push “t” to see the table or “c” for the grid.