Use Info Center screens and dialog boxes to create and work with records.
Related topics:
Lead Info Center Form
Use the Lead Info Center form to enter and review information about your firm's leads, link related files and Info Center records to lead records, schedule and track lead activities, and track campaign financial performance against budget.
Convert Lead Dialog Box
Use the Convert Lead dialog box to qualify or disqualify a lead, to associate a qualified lead with a marketing campaign, or to specify why you decided to disqualify a lead. If you convert a lead record that is associated with files,
Ajera CRM copies them to the target record only.
