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) Sort the leads list by Name, Date, or Status.

   For Windows Mobile Standard, select Menu > Sort By, then select the appropriate option.

5. Select the lead to view its fact sheet.