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.