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Customer Leads Overview Page

Lists all open leads of the customer

Title: Leads

Functions in the title bar

Icon Explanation
+

Adds the customer to another lead definition

Grid

Click Swipe Views
Detail page


1st table

Column Definition

Name Visible Sort Full Text Explanation
Lead Status Visible


Lead Visible

Name of the lead definition
Created by

Visible

From version 19
Qualification
Hidden

Everything that does not have the status "Sales-qualified lead" is MQL, otherwise SQL.
Last activity Visible

dd.mm.yyyy hh:mm when the last activity for this lead took place.
FOLLOW-UP

Visible

From version 19