3.3 Leads
The Leads module is displayed according to the filters available in the App, which are those defined in your user account via web.
It is therefore possible to choose how to display this list by clicking on the icon at the top right.
Filters available for the Leads module
This is how a Lead page is displayed once saved or when searched for within Wilson fo VTENEXT.
Logically, clicking on the icon,shows all the relations in the present record, and clicking on them opens the connected records. All the record details are shown in the center of the display.
Organizational layout of the modules related to Leads | ||
Conversations | Notes | PDF Maker |
Activities (Calendar) | Tasks (Calendar) | Documents |
Products | Services | Messages |
Visit Reports | Trouble Tickets | Processes |