Sales Leads Search
Basic Search
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If no filter options are selected all Sales Lead records are displayed on the grid.
Sales Lead Search is where you search for existing sales leads or create new sales leads
The search criteria can be narrowed by inputting information in any of the following filter fields.
| Basic Search | You can search for a sales lead by making use of filters under the basic search tab |
| Custom Search | If you have set up custom fields for sales leads you can search for the information on in this area. |
| Graphs | You can search for information by making use of a Bar graph or Pie chart |
Webatar > Activity> Sales Leads
| Customer | Search prospects by prospects name |
| Lead No | Search for information using a Lead No |
| Date From | Select date range you want to search from |
| Status | Select status you want to search by on the drop down |
| Sales Rep | Select a sales rep for |
| Show open Items | |
| Use Follow Up Date | |
| Owner | |
| Date To | |
| Lead Type | |
| Lead Status | |
| Grid |
At the top of the screen on the navigation ribbon, there are 5 buttons and one drop down list
Print Export Drop Down allows one to select from the following options:
Export: export Sales Leads to Excel file
Print Grid: print all the Sales Leads display on the gird
Print Lead Details: prints a lead form of the Sales Lead selected
Print Lead Form: prints a lead form template as per example below
Expand Button
Custom Search
| Category | Select the category you want to search by on the drop down if custom |
Graph tab
| Graph Type | Select graph type from drop down option |
| Graph Category | Select the graph Category from the drop down option |
Date From: the start period for the selection
Date To: the end period for the selection
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