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Financial Year | Organization | Date Range |
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Choose the required year from the dropdown menu. | Choose the Org. you wish to view or view All Org’s. | Choose a specific date range or use the Quarter pre-sets. |
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Select Financial Year, Organization and Date Range as desired from the dropdown boxes at the top
Use the Search box to quickly find specific Leads by name or licence.
The Manager can access and update any lead by selecting it
Icons:
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Lead created by Sales | Lead created by Non-Sales | Multi - Organization |
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