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The following actions can be performed for leads from the grid:
Two grid views are available for leads: Open Leads and All Leads. Open leads grid view displays the list of all open leads, while all leads grid view displays all existing leads, including the ones that have been disqualified or converted to an opportunity and marked qualified.
Inline editing within the grid can help you amend lead details without opening the edit lead form. To edit leads from the grid, double-click on the field or the edit icon in the field you wish to edit.
Although multiple emails, phones and addresses can be added for leads, only one email, phone and address are displayed in the grid.
The lead page contains all available information on the lead in the General Information section and the Activity section shows all activity for a lead that has taken place, such as phone calls placed or emails sent to the lead.
The following actions are available for a lead on the lead view page:
Share: Share a lead with contacts of your choice (available for the Enterprise edition).
Disqualify action: Disqualify a lead.
You can disqualify a lead in three ways:
- By clicking on red Disqualify button on the lead view page.
- By changing its status to Disqualified in the edit lead form.
- By changing its status to Disqualified from the grid.
Convert to Opportunity: Converting a lead to opportunity (i.e. and potential deal) qualifies the lead. You can find more information on opportunities in the opportunities topic.
Once the lead is converted to an opportunity, it is marked Qualified and will no longer be visible in Open Leads grid.
Edit: Open the edit form for a lead and amend lead details.
Delete: Delete a lead from the system.
More Actions: Add Note, Send Email, Add Event, Log Call or Add Task.
You can also edit address details of a lead, as illustrated in the screenshot below:
Want to unlock eCommerce opportunities to drive digital transformation in manufacturing? Make sure to check out our guide on the topic.