Sales Leads Search

The Sales Leads screen allows users to create new Sales Leads or search for existing ones.

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Search Functionality

The search panel enables users to filter and locate Sales Leads using criteria such as Customer, Lead Number, Date Range, Status, Sales Representative, Owner, and Lead Type.

Select the desired filters and click Search to refine results.
If no filters are applied, all Sales Leads will be displayed in the grid.

Use the Expand button to show additional search filters, or Contract to hide them.

Action Buttons

Located on the top navigation ribbon:

Search: Runs the search based on selected filters.
Add: Creates a new Sales Lead.
Edit: Opens the selected Sales Lead for editing.
Create Reminder: Sets a reminder linked to a Sales Lead.
Create Quote: Generates a quote from the selected Sales Lead.
Workflow: Access workflow-related actions.
Print: Opens print and export options.

Print / Export Options

Export: Export Sales Leads to an Excel file.
Print Grid: Print all Sales Leads currently displayed in the grid.
Print Lead Details: Print details of the selected Sales Lead.
Print Lead Form: Print a blank Sales Lead form template.

Results Grid

The lower section of the screen displays the results grid, showing all matching Sales Leads with key details such as:

Stage
Due Date
Lead Number
Follow-Up Date
Lead Date
Progress
Sales Representative
Source
Customer

Basic tab

If the lead number in the Basic search Tab or any other search filter fields are left blank, the search will display all the leads listed in the system sorted by lead number. The search criteria can be narrowed by inputting information in any of the following filter fields.

Graph tab

Graph Type: Select graph type from drop down options

Graph Category: Select the graph Category from the drop down options

Date From: the start period for the selection

Date To: the end period for the selection