Description
Leads Summary advanced filters help review results of lead generation activities.
| Opps/Summary | Opps/Detail | Opps/Pipeline | Accounts | Leads | Issues | Marketing | Admin | Dashboard |
Points of Interest
- The filtered Lead data can be exported to a spreadsheet
- Leads data can also be exported as email or snail mail lists through the Mailing List Manager in the Marketing area
- The "magic wand" icon on the far left allows you to "promote" a Lead to create a new Opportunity, and create a new Account if appropriate.
- Some of the leads shown have already been promoted, so the magic wand icon is not shown.


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