Using the Lead Detail View
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
Your workspace may be different depending on your access rights or if your installation has been customized.
- On the toolbar click the List View button, or click the current group tab.
On the Task Pane, under Common Tasks, you can:
The lead information boxes contain the primary information about the lead. This section also contains the lead qualification boxes. Users with appropriate permissions can edit these boxes.
detail view tabs
Each tab shows specific information you can use for lead related activities. Click a link to see more information about each tab.
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
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