Sales Center Leads Page
On the Leads page, you can access your calendar, view and create lead and contact records, view reports on leads, and create estimates or sales orders for leads.
View your lead and contact records under the Relationships heading. These records have important communication information and CRM information such as events, tasks, and related documents.
Under Transactions, you can create new Promotion Codes, prepare estimates, and enter sales orders.
Under Other, you can run searches or perform mass updates. Click CRM Lists to create new lead sources.
View reports on leads under Lead Reports. You can print, email, export, or open them in other applications like Microsoft® Excel.
You can personalize the Leads page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots relevant for your leads, add reminders, and set up saved searches, among other options.