Leads Submodules:

Under the primary navigation, filtering tabs for leads are present:

• All Leads: (Default selected) Displays all lead records in the system.
• Follow Ups: Show leads that need follow-up actions.
• Bad Leads: Displays leads that have been disqualified or are no longer deemed potential opportunities.

Download Report:

An option to download a report of the leads currently being viewed, in a form such as PDF or Excel.

Call Button:

A “Call” button appears on the right side with the capability for user to dial a call to a chosen lead.