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CRM: lead

Lead CRM

In the Lead tab it is possible to search / view / create Leads.

Two types of search are available (the same used for the contact search): automatic search and advanced search.

Figure: Lead

As for the Contacts, each Lead is displayed in a card that shows the main information.

Figure: Lead card

By clicking on the registry you can view it in detail. The display of a master data highlights the entities connected to it (activities, opportunities, …) which can be selected and viewed in turn in detail.

Figure: Lead detail view

From the Lead view, it is also possible to associate a new activity / opportunity (in the case of Contacts, even appointments) or change the personal data.

The Lead edit mask is similar to the respective Contact / Company edit masks and integrates two buttons to convert the Lead into a Contact.

Figure: Edit Lead