Forms Used to Enter Leads
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Search for Leads |
W90CB010A |
Daily Sales Force Automation Processing (G90CA01), Lead |
Review and select existing leads, or access the forms needed to enter a new lead. |
Add Lead |
W90CB010D |
Click Add on the Search for Leads form. |
Enter a lead. |
Lead - Manage {Lead Name} |
W90CB010B |
Select a record in the detail area of the Search for Leads form, and then click Select. |
Update lead information. |
Import Leads |
W90CB015A |
Select Import Leads from the Form menu on the Search for Leads form. |
Import a list of leads. |