You will now be able to search across all lead statuses in the workflow and will be able to search for closed leads on one screen.
This screen is available from v1.21.04.
Go to Sales –> Lead Search
The workflow status will show in which status in the Workflow you will find the lead.
Unhide Lead Type column to see how the lead was submitted
Meanings of the Lead Types:
- Direct Cature = Manually on system (Add sales lead on L2R)
- Quick Quote = Quote from customer’s profile
- Admin User Captured = Quick saled lead from customer profile
- Email = via email
- Captured online = online application
View Sales Lead
Click on the green “View Sales Lead” button to open the lead from the search screen:
