Bereich Leads
Leads - Create New
Both from the rangeContactsvia the symbolas well as in the areaLeadsvia the buttonA new lead can be created. From the Leads pane, you always jump to the Contacts area takes place. The lead creation starts with selection- this opens the mask of the ...
Leads - Write message
Starting inReading mode of the leadA response can be written to the lead. Several elements can be combined e.g. text template and attachment. Manually created message It is possible at any time to write a message completely manually. Here Subject and ...
Leads - Edit
From theReading modeVarious actions can be triggered during a lead. Change Edit About the symbolThe editor of the lead can be changed. Hereby transfers responsibility for the lead to the assigned person. Write message The function will be ...
Leads - Reading mode
In Lead Read mode, the individual areas of the lead are shown and can be called for further actions /EditedBecome: Re-submission and assignment In this area, the due date of the lead is recognizable andColour-coded. . The assigned editor of the lead ...
Leads Pane generally
About the Leads paneLeads as configured in Car Manager− be called and also edited. The settings of theLead Managementor fromSources,Escalations,User and Supervisor Settingsapply accordingly. In the list directly visible the following information are: ...