Document number: 11307

 

To view your Leads in the system, follow these steps:

1. From Home, click on Manage Sales.
   
   
2. Then select Manage Sales Leads.
   
   
3. Click on Use, then Sales Leads.

 

*You only have access to your Leads, your Staff's leads and to Leads where you were named as Task Assignee. The Leads that will be displayed in your list depends on how you set-up your filters.

For more information on why you cannot see a lead, see Eureka! document 11318 — Can't See Leads

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/14/2001
Revised: dkc 09/18/2001