You can view lead information and perform actions against a lead without leaving the Hotlist.
Enhancements to the Hotlist & Leads module:
- The lead information is displayed in Details; History; Notes; Files and Activities tabs in Hotlist.
- The Details tab contains widgets for lead details; notes; files and activities.
- You can edit the fields; add notes or files; or schedule tasks or meetings.
- You can also perform actions against a lead such as make a call; send an email schedule a meeting or upload a file.
- You can change stages; convert a lead if it is qualified or archive a lead if it should be abandoned.