80 lines
5.3 KiB
HTML
80 lines
5.3 KiB
HTML
<!--
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/*********************************************************************************
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* SugarCRM is a customer relationship management program developed by
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* SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc.
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*
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* This program is free software; you can redistribute it and/or modify it under
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* the terms of the GNU General Public License version 3 as published by the
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* Free Software Foundation with the addition of the following permission added
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* to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK
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* IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY
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* OF NON INFRINGEMENT OF THIRD PARTY RIGHTS.
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*
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* This program is distributed in the hope that it will be useful, but WITHOUT
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* ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS
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* FOR A PARTICULAR PURPOSE. See the GNU General Public License for more
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* details.
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*
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* You should have received a copy of the GNU General Public License along with
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* this program; if not, see http://www.gnu.org/licenses or write to the Free
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* Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA
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* 02110-1301 USA.
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*
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* You can contactlead SugarCRM, Inc. headquarters at 10050 North Wolfe Road,
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* SW2-130, Cupertino, CA 95014, USA. or at email address contactlead@sugarcrm.com.
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*
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* The interactive user interfaces in modified source and object code versions
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* of this program must display Appropriate Legal Notices, as required under
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* Section 5 of the GNU General Public License version 3.
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*
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* In accordance with Section 7(b) of the GNU General Public License version 3,
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* these Appropriate Legal Notices must retain the display of the "Powered by
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* SugarCRM" logo. If the display of the logo is not reasonably feasible for
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* technical reasons, the Appropriate Legal Notices must display the words
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* "Powered by SugarCRM".
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
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<h1>ContactLeads</h1>
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<p>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.</p>
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<p>The ContactLeads Home page displays the following information:</p>
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<ul>
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<li>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 <span class="helpButton">Advanced Search</span> tab.
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<br>To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> 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 <span class="helpButton">Save</span>.
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<p>
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<li>To search for contactleads in records assigned to you, select <span class="helpButton">Only my items</span>.
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<li>To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab.
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<li>To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> tab.
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</ul>
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<li>A list of existing contactlead names along with related information such as the account name and email address.</li><ul>
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<li>To edit the contactlead details, click the Edit icon adjacent to the user name; alternatively, click <span class="helpButton">Edit</span> on the detail page.
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<li>To email a contactlead, click the email address.</ul>
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<li>To view the details of a contactlead, click the name in the ContactLeads list.</li>
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<li>To update, delete, and synchronize multiple contactleads, select the contactleads from the list and use the Mass Update section.</li>
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<li>To display the details of a contactlead, click the contactlead name in the list.
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<li>To export one or more contactleads, click <span class="helpButton">Export</span> located above the contactlead names.
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<li>To merge duplicate contactleads into one record, select the contactleads, and click <span class="helpButton">Merge Duplicates</span>.
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</ul>
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<ul>
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<li>A Shortcuts section that displays the following options:</li><ul>
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<li><span class="helpShortcut">Create ContactLead</span>. Click this option to create a record for a new contactlead.</li>
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<li><span class="helpShortcut">Enter Business Card</span>. Click this option to add information from the business card of a new contactlead.</li>
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<li><span class="helpShortcut">Create From vCard</span>. Click this option to import a vCard file from your local system.</li>
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<li><span class="helpShortcut">ContactLeads</span>. Click this option to navigate back to the ContactLeads Home page from a contactlead's detail page.</li>
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<li><span class="helpShortcut">ContactLead Reports</span>. Click this option to view an existing report on your contactleads, or to create a new report.</li>
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<li><span class="helpShortcut">Import</span>. Click this option to import contactlead information from an external application or file.</li>
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</ul>
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