Lead View Icons

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.

Send an email.

Add a new contact for this lead’s account.

Create a sales proposal for this lead.

Add an order for this lead.