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.
Actions
Click on record to view the lead details screen
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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.
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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.