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Lead Groups

Last post 05-27-2008, 2:35 PM by Seth Greenspan. 1 replies.
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  •  05-19-2008, 4:05 PM 1186

    Lead Groups

    This question was posted during our online webinar on 5/19/08 

     

    Where do you get or see or create lead groups?

    -April Everson

     

    If you do not have any leads in your system it would be difficult to determine where Leads groups are located.

     

    Go to Insert and Insert a new Lead. This will bring you to the Lead Detail View in which you could press F8 and see the List View. The LIst view is where you would create new groups of Leads. You must have one lead in the system in order to see this.

     

    If you have further difficulties, please let me know.

     

    Thanks

     

    Dale

     

  •  05-27-2008, 2:35 PM 1206 in reply to 1186

    Re: Lead Groups

    Does this apply to version 6.2?
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