The following table describes the information found under each tab of the Lead View. The tabs are similar to the tabs for the Account View, except they contain items specifically related to the lead. The tab that is active when the view opens can be set in User Preferences (Tab field in the LEADS section).
|
Tab |
Description |
|
Lists the proposals and orders associated with this lead. | |
|
Lists contacts for the lead’s account. | |
|
Lists all sent emails, notes, tasks, appointments, attached files, and generated documents for the lead. | |
|
Lists groups that the lead is assigned to and allows you to change group assignments. | |
|
Lists work flow assignments. | |
|
All |
Lists all items in the tabs. |