Using the Leads List

The Leads Tool displays a list of existing leads by account name, similar to the following figure. It is opened by clicking on the View->Leads menu option. More than one lead may exist for an account.

The Leads list can be sorted and filtered to show certain leads with specific criteria using the drop-down search fields and the Letter Bar. The criteria for the list that is displayed when you open the tool can be set by changing your user defaults under LEADS in your Preferences configuration (File->User Setup->Preferences).

Note: The list may display all leads or leads for accounts beginning with a specific letter. The letter that is currently selected is shown at the top, for example, Leads (‘a…’).

The column headings are described below. The list also contains action buttons and search/filter fields. The fields allow you to filter the list to display different subsets of the full list.

Leads List Column Headings

The table describes the fields displayed for each lead in the leads list.

Field	Description
T	Type of lead. customer; lease; non-customer; contract; asset; competitor equipment
Company Name	Company name of the account that the lead is for.
Address	Full address of the account.
Cat	Sales Rep Category of the lead. Note: Categories are defined by your system administrator. This field does not appear* if multiple categories are not configured.*
Rep	Sales rep assigned to the lead.
Status	Current status of the lead: New, Qualified, Accepted, Contacted, Proposal, Rejected, Sale, Customer, Lockout, Discarded
Sel	Checkmark indicates the lead is to be included in the operation initiated by clicking on (bulk note), (bulk task), or (marketing campaign).

Leads List Action Buttons

Leads List Filter Fields