1. The Manage Leads page is a list of all the Leads. The list can be filtered and customized and also downloaded. Lead profiles can be reached from this page.
A Lead is a potential sales contact that has expressed interest in your products/services.
2. Navigate to the main menu. Click "Customers"
3. Click "Manage Leads"
4. Click here to only show Active Leads.
5. Click "Show Inactive" to display Leads that are Inactive.
6. Click the "Search (Enter To Apply)" field to filter the list by a Lead's name.
7. Click here to Add a New Lead.
8. Click this button to customize the columns that are displayed in the report.
9. Click this button to download and export the report.
Choose from CSV or MS-Excel format.
10. Click on a lead from the list to access the profile.
11. Click "×" from the profile to return to the list.
