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Overview Page Lead Definitions
Title: Name of the lead Kebab menu ( ) Type Menu item Explanation Show converted Extends the overview to leads with the Lead status "Converted" when active Show no lead Extends the overview to leads with the Lead status "No le...
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...
Detail page
Title Lead <Leadname> General Kebab menu ( ) Type Menu item Explanation Convert into an opportunity Requires the right: Convert lead into opportunity. Only active if the lead has not yet been converted Reset status Only a...