"Leads" Portlet

This portlet (fig. 1) displays the customer leads (Leads), who may buy your product or service. By default, all the Leads, available to the user, are displayed. The data is displayed in the table.

Fig. 1. "Leads" portlet

You can filter the data by configuring the display filter in the custom settings window.

Click the portlet name to open the Leads section.

Click on a name to open the lead page.

Portlet management buttons:

– the portlet is expanded. Click this button to collapse it.

- the portlet is collapsed. Click this button to expand it.

- open the custom portlet settings.

Custom portlet settings

Each portlet has general settings, configured by the system administrator. Users can change the custom portlet settings, when configuring the main page (fig. 2).

Fig. 2. Custom settings of the "Leads" portlet

Display Filter – select the required filter. The portlet will display the results according to the selected filter. If a filter is not selected, the portlet will display all the leads, available to the user.

Show only mine – display only those Leads, the user is responsible for. If no filter is selected:

	Yes – the portlet will display only those Leads, the user is responsible for.
	No – the portlet will display all the Leads, available to this user.

If you need to configure additional settings, click Advanced and fill in the required fields. To learn more, see Portlet Settings.

After you have completed configuration, click:

Save - settings will be saved and the window will be closed.

Save and continue - settings will be saved, but the window will not be closed and you will be able to continue configuring.