The following table briefly describes the function of each icon in the Lead View.
Icon |
Description |
|
Edit the fields of the lead. |
|
Copy (clone) the lead. |
|
Attach an external file to the record. |
|
Generate a document from the shared library for this lead. |
|
Add a note to the lead record. |
|
Create a task associated with this lead. |
|
Schedule an appointment with this lead. |
|
|
|
Add a new contact for this lead’s account. |
|
Create a sales proposal for this lead. |
|
Add an order for this lead. |