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.

How Do I?

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.

Use the Lookup to search for records

View a group

Switch to the List viewClosed
  • On the toolbar click the List ViewClosed button, or click the current group tab.
Use common tasksClosed

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

information boxes

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.

 

Details Notes/History Marketing
Attachments Responses Activities

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.

Related Topics

Leads Overview

Adding a Lead

Editing a Lead

Deleting a Lead

 

 

 

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.