Find crm leads

Goal

Find, filter, and open crm leads.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Go to CRM leads.
2. Use search and filters (status, party, date) to narrow results.
3. Open a row for detail, or start New to create.

Result

You can locate the right crm lead quickly.

Related

• work/crm/leads/create
• work/crm/leads/overview