How to Use Action Lists

  1. Login to your ConcourseSuite site.
  2. Click on the "Leads" tab.
  3. Select Add
  4. Enter the pertinent details on the "Add Lead Page"
  5. Once the information has been entered, choose one of the three Save options
  6. Once you have saved your new lead, it will appear on the dashboard.
  7. You can view the Lead's details by clicking the "Action" icon, followed by "View Details."
  8. The Details page allows you to perform actions on your leads, such as "Modify," "Convert to Account," "Reassign Lead," and "Delete Lead.">