The table describes the icons in the lease view.
Icon |
Description |
|
Attach an external file to the record.. |
|
Generate a document from the shared library. |
|
Create a new lead for this lease. |
|
Add a note to the lease record. |
|
Create a task associated with this lease. |
|
Schedule an appointment about this lease. |
|
Add a new contact to the lease’s account. |