An overview can be found in Leads Overview.

Leads maintenance has only screen field as required entry: Description. The title of the screen will change depending on whether you are adding a new lead batch or changing an existing lead.

Leads Maintenance Procedure

1. Enter the Leads description - This is a required entry. Description should be meaningful to the user. All alpha-number characters are allowed.
2. Enter any Notes - This is an optional entry. Any user notes can be entered here. All alpha-number characters are allowed.
3. Click on the Accept button to save any changes. Click on the Cancel button to close without saving changes.

How to add an Advertising Leads activity

Right-click on the selected Vendor node in the activities tree. Click on the Add Leads option. Follow the Leads Maintenance Procedure above.

How to change an Advertising Leads activity

Right-click on the Leads node in the activities tree which you want to change. Click on the Edit Leads option. Follow the Leads Maintenance Procedure above.

How to delete an Advertising Leads activity

Right-click on the Leads node in the activities tree which you want to remove. Click on the Delete Leads option. Click on the "Ok" button on the Confirmation screen. WARNING! - All advertising activities below this lead will also be removed.

Next Step: Contact Maintenance