Leads

Overview

Allows administrators to add, edit, or delete Leads.

Access Leads

To access the Lead governance page, follow the steps below:

1. Click Menu on the top panel to open the left navigation panel.

2. Click Lead to navigate to Lead governance.

3. Click

   1. Add New to add a new Lead.

   

   1. Lead dropdown to choose between All and Org Lead.

   2. Name of the lead or Edit Action to view and edit details of the lead.