Event Planning > Imported Leads > Manage By Source Fig. A
See Fig A. above.
This view displays
all imported leads by source. A
"Delete Selected Items", and "Delete Last Import" button is also provided to 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:
Import Source:This is the source of the imported leads.Clicking the drop-down in the box above this column
will
automatically return only the imported leads for the selected import source.
Event Date:
This is the event date of the imported lead. Clicking on any date
will open the detailed imported lead worksheet. Clicking the drop-down in the box above this column
will
automatically return only the imported leads for the selected event date. Type Of Event:
This is type of event for the imported lead. Clicking the drop-down in the box above this column
will
automatically return only the imported leads for the selected type of event. Email:This is the email of the imported lead. Entering a specific or partial email address in the search box above this column
will
automatically return only the imported leads for that email address when pressing the "Enter" key.
Prospect Name:
This is the prospect name of the imported lead. Entering a specific or partial prospect name in the search box above this column
will
automatically return only the imported leads for that prospect name when pressing the "Enter" key.