Viewing Leads for an Account

View leads for an account.

  1. On the home screen select Accounts.
  2. Select an account to view its fact sheet.
  3. Near the bottom of the screen, select Leads.
  4. (Optional) Select Recent or Current.

    Recent lists the recently opened items. Current lists the leads whose status is current.

  5. Select the lead to view its fact sheet.
Related tasks
Viewing Relationships for an Account
Viewing Activities for an Account
Viewing Opportunities for an Account
Viewing Account Interaction History
Viewing the Account Web Page


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