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?

Use the Summary View

Work with records in a grid

Filter my list

Use the Lookup to search for records


View a group

Using the Group Shortcut Menu

Delete leads

Updating Multiple Leads

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.

Contact us:

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