Fig. A See Fig A. above. This view displays all imported leads by source. A "New Event", "New Task", "New Appointment", and "Delete Selected Items" button is also provided to create a new event, task, appointment, or delete the imported leads. Using the search bar along the top of each column will automatically limit the imported leads listed to what is being searched for. A red "Clear" link is provided to clear the search. The following columns of information are displayed on this page:
Event Date: This is the event date of the imported lead. Clicking on any date will open the detailed imported lead worksheet. Entering a specific or partial date in the search box above this column will automatically return only the imported leads for that date when pressing the "Enter" key.
Prospect Name: This is the prospect name of the imported lead. Clicking the drop-down in the box above this column will automatically return only the imported leads for the selected prospect name.
Booking Status: This is the current status of the imported lead. Clicking the drop-down in the box above this column will automatically return only the imported leads for the selected status.
Event Type: This is type of event for the imported lead. Entering a specific or partial type of event in the search box above this column will automatically return only the imported leads for that type of event when pressing the "Enter" key.
Email Address: This is contact info for the imported lead. Clicking the drop-down in the box above this column will automatically return only the imported leads for the selected contact info. Input Source:This is the source of the imported leads.Entering a specific or partial input source in the search box above this column will automatically return only the imported leads for that input source when pressing the "Enter" key.
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