Searching and Viewing Leads

Search to find a lead.

To find a lead quickly, you can use a text string to narrow the list of leads.

  1. On the home screen, select Leads.
  2. View or search leads.
    To Do this
    View recent leads Tap Recent. The Recent Leads screen lists the leads fact sheets you recently viewed, with the most recent on top.
    Search activities Tap the Search box. Enter a text string to narrow the results, or select on which fields you want to search: All, Description, or Status.
  3. Select the lead to view.
Parent topic: Lead Management
Related tasks
Updating Lead Details

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com