You can see lead list in the following figure
Lead listing displays following details of each lead record
Lead Number/Lead ID – Unique number auto-generated for lead.lead.
Last Contacted Date: Date when the last communication has been established between sales and lead.
Click on record to view the lead details screen
Swipe left to view the multiple action buttons as follows
Edit – Clicking on this option, edit lead screen will be displayed.
Call – Clicking on this option, the call will be initiated from sell.do to lead. This option will be disabled if lead details don't contain a phone number.
Email – Clicking on this option, you can compose an email for sending it to lead.
Follow-up – Clicking this option, you can schedule followup for this lead.
Site-visit – Clicking this option, you can schedule site-visit for this lead.
Add Filter – You can filter the lead list depending upon
- Date Range – You can filter the list by date range for the lead creation date.