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Michał Zieliński
2025-05-12 15:45:02 +00:00
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modules/Leads/language/pl_pl.help.DetailView.html Executable file
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<!--
/*********************************************************************************
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-->
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<h1>Leads Detail Page</h1>
<p>View the lead details such as the address, related activities, history, and campaigns. You can create and manage any of this information from the appropriate sub-panel.</p>
<ul>
<li>To edit the lead information, click <span class="helpButton">Edit</span>, make the necessary revisions, and click <span class="helpButton">Save</span>. </li>
<li>To duplicate the information, click <span class="helpButton">Duplicate</span>. You can then make modifications to the record and save it as a different lead. The system displays the new record in the list on the Leads Home page.</li>
<li>To find duplicate records, click <span class="helpButton">Find Duplicates</span>.
<li>To view or merge data from external data sources, click <span class="helpButton">Get Data</span>. This button displays only if the system administrator has enabled this functionality.
<li>To manage newsletter subscriptions, click <span class="helpButton">Manage Subscriptions</span>. To add the individual to a newsletter subscription mailing list, select the newsletter from the Available Newsletters list and drag it to the Newsletters Subscribed To list.
Similarly, to remove the individual from the mailing list of a newsletter, drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list. Click <span class="helpButton">Save</span> to update the information.
<li>To delete the lead, click <span class="helpButton">Delete</span>.</li>
<li>To track changes made to lead information over time, click the <span class="helpButton">View Change Log </span>link.</li>
<li>To convert the lead to a contact, click <span class="helpButton">Convert Lead</span>. On the Convert Lead page, you can change the contact or account information. In the Related Records sub-panel, select the appropriate box to create an opportunity or an appointment.</li>
<li>On the Convert Lead page, to associate a note or an attachment for the contact or the related account, click the <span class="helpButton">Create Note or Attachment</span> link.</li>