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Generating New Serial Numbers for Leads


Perform the following procedure to generate a new serial number for a lead that is associated with a case. This procedure allows you to generate a new lead serial number directly from the Leads view of the Cases screen. Alternatively, you can note the lead name, navigate to the Leads screen, and regenerate the lead serial number.

This task is a step in Process of Managing Lead Information.

To generate a new serial number for case leads

  1. Navigate to the Cases screen, then the Case List view.
  2. Drill down on the Case Name field of the case record.
  3. Navigate to the Leads view.
  4. Select the lead record to update with a new serial number.
  5. Click Regenerate All.

    The lead serial number is updated.

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