Business Leads

[About Business Lead]

[To Customer Relationship Management]

Usage

Use this window for an overview of all the business leads. To view the details of a specific lead, go to the Business Lead window by right-clicking a lead record and clicking Details.

You can convert a business lead by right-clicking on a lead in the overview and then clicking Convert Lead. The Convert Lead dialog box will then be displayed for you to enter information.

You can merge a business lead with another lead by right-clicking on a lead in the overview and then clicking Merge Lead. The Merge Lead form will then be displayed for you to perform the merge. If you right-click and select Merge Lead to Customer, the Merge Lead to Customer form will be displayed.

Activity Diagrams

Manage Business Lead

Activities

Merge Lead
Merge Lead to Customer