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This documentation describes how manage Leads in Salesforce Partner Community. Created: December 2024 Permalink: https://wildix.atlassian.net/wiki/x/BYCrOg |
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Introduction
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From the Options Panel, you can edit the Lead's information, add Notes, convert and clone it. Follow and Change Owner options allow other colleagues of your company to track the Lead and change the Lead's Owner
From the Related and Actions Panel, you have access to all the details connected with the Lead: you can review Lead History, add Notes, upload files, create and manage Tasks
- To process the Lead and move it to the next stage, click Mark Status as Complete button
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