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Customers + Leads
Add A Lead
1
How do I add a lead?
Customer Search
7
How do I add a customer?
Customer Detail Overview
Merging customers
AllFields Customer Search
Uploading File Attachments to Customer or Prospect Records
See all 7 articles
Leads
12
Working a lead from the internet to a major unit quote
How do I update the lead status?
How do I schedule Follow Up Actions?
How do I Create a Lead from a Call?
How do I View a Phone Lead Created from the Call Detail List?
See all 12 articles
Lead Settings
13
How do I setup an Automatic Lead Response using the default template?
How do I activate custom assignment rules
Creating custom assignment rules
Direct Links For Incoming Leads: Setup and Use
Lead Assignment Rules for Web Forms
See all 13 articles
Sales Assistant
4
Lead Management: Sales Assistant and Model Lookup
Model Lookup
Compare Models
Brochure Icon Now Available in Major Unit Detail, Major Unit Deal and Inventory Details
Planner
3
How do I manage overdue items?
How do Follow Up Actions interact with the Planner?
DX1 Planner Updates
Finance Applications
2
How do I create a Finance Application from Lead Manager?
View/Print New and Processed Finance Forms
Customer and Leads Reports
1
How to Run a Customer Report
