Using the Lead List View

The Lead List view displays all the leads that you have access to. You can use groups and lookups to narrow the list of records that display.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Open the Lead List viewClosed
  • On the Navigation Bar, click Leads.
Refresh list informationClosed

Use the Summary View

Work with records in a grid

Filter my list

Use the Lookup to search for records

Open the Lead Detail viewClosed
  • On the Navigation Bar, click Leads to open the Lead List view. If necessary, use the Lookup to locate a lead, and then click on the lead name.

 

View a group

Using the Group Shortcut Menu

Delete leads

Updating Multiple Leads

Use common tasksClosed

On the Task Pane, under Common Tasks, you can:

Related Topics

Leads Overview

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.