Viewing Initiative Leads

The Initiative Leads zone is displayed on both the Main page and the Statistics page.

By default, the Initiative Leads zone is populated with all leads for the initiative (or initiative hierarchy group) for all sales representatives.

On the Statistics page, you can limit the set of leads using the Lead Summary by Representative zone. See Viewing Lead Summary by Representativefor details.

The following is displayed in the result set for each lead:

  • Basic Lead information for the initiative's lead. You can navigate to the lead by clicking on the lead.
  • Customer Information related to the lead. You can navigate to the account related to the lead by clicking on the customer information.
  • The Last Complete Event. You can navigate to the lead event by clicking on the last complete event for a lead.
  • For open leads, the Next Pending Event. You can navigate to the lead event by clicking on the next pending event for a lead.
  • The Sales Representative shows the representative assigned to the lead.