1. Customer Relationship Management for Sales Implementation Guide
  2. Forms Used to Maintain and Update Leads

Forms Used to Maintain and Update Leads

Form Name

FormID

Navigation

Usage

Search for Leads

W90CB010A

Daily Sales Force Automation Processing (G90CA01), Lead

Select an existing lead.

Lead - Manage {Lead Name}

W90CB010B

Select a lead on the Search for Leads form, and click Select.

Use this form to:

  • Enter and maintain lead information.

  • Enter attachments for leads.