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, Documents and Activities tabs in Hotlist.
- The Details tab contains widgets for lead details, notes, documents and activities.
- You can edit the fields, add notes or documents, 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 document.
- You can change stages, convert a lead if it is qualified or archive a lead if it should be abandoned.