How can I organize leads by Industry?
You can organize Leads by Industry in three ways:- By including the Industry field in the List View and selecting the Industry column to sort the records in ascending or descending order. To edit the list view, refer Managing List Views
- By creating a List View that pulls out the lead records that belong to one specific industry
- By creating a dashboard component. See Also Dashboards
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How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
Can I add or delete the values of the Industry field in the Leads module?
The Industry field is a standard picklist field in the Leads module. This field comes with its own set of default values which can be deleted or replaced and new values can be added. Go to Setup. Click Modules and Fields under Customization Click ...
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When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a deal. On conversion, a lead is ...
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