ContactLeads

Use the ContactLeads module to create and manage contactleads for your organization. ContactLeads are individuals who are not employees of your organization such as customers and vendors.

The ContactLeads Home page displays the following information:

A Search sub-panel where you can enter the subject or contactlead to search for related activities. To perform an advanced search using additional fields, click the Advanced Search tab.
To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced tab. To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.
To search for contactleads in records assigned to you, select Only my items.
To perform an advanced search using additional fields, click the Advanced Search tab.
To customize and save the search layout and results, click the Saved Search & Layout tab.

A list of existing contactlead names along with related information such as the account name and email address.

To edit the contactlead details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
To email a contactlead, click the email address.

To view the details of a contactlead, click the name in the ContactLeads list.

To update, delete, and synchronize multiple contactleads, select the contactleads from the list and use the Mass Update section.

To display the details of a contactlead, click the contactlead name in the list.

To export one or more contactleads, click Export located above the contactlead names.

To merge duplicate contactleads into one record, select the contactleads, and click Merge Duplicates.

A Shortcuts section that displays the following options:

Create ContactLead. Click this option to create a record for a new contactlead.
Enter Business Card. Click this option to add information from the business card of a new contactlead.
Create From vCard. Click this option to import a vCard file from your local system.
ContactLeads. Click this option to navigate back to the ContactLeads Home page from a contactlead's detail page.
ContactLead Reports. Click this option to view an existing report on your contactleads, or to create a new report.
Import. Click this option to import contactlead information from an external application or file.