Skip to main content

Sales Leads Search

Video training manual 2016 - Click Here

Sales Lead Search is where you search for existing sales leads or create new sales leads

 Webatar > Activity> Sales Leads

image.png

Search button allows a user to search using filter options.

If no filter options are selected all Sales Lead records are displayed on the gird.

At the top of the screen on the navigation ribbon, there are 5 buttons and one drop down list

Expand button: to show more search filter options or Contract button to show less search filter options.

Add button: to create a new Sales Lead.

Edit button: to make changes to an existing Sales Lead.

Delete button: to delete an existing Sales lead.

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

 

 

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

image.png

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

Back to top