View Leads

View your current, past, and future leads.

When you select Leads from the Mobile Sales home screen, Mobile Sales displays your current, past, and future leads. From the list screen, you can:
  • Narrow the list results.

    Enter a text string in the Find field.

  • Select a lead to view its fact sheet.
  • Select an option from the Leads list menu:
    • Create a new lead.
    • Scroll to past, current, or future leads.
    • View recent leads.
    • View or modify Lead List options, which indicate the information that appears in the Leads list.
Parent topic: Lead Management