Activity done on leads can be done directly on the lead dashboard. The dashboard is a single page that lets you quickly manage leads. 

 

What will I find in this article?



 
Stages

Click the stage name of the lead and choose the new stage from the list of available options.


 

Assignment

Click the name of the user that the lead is current assigned to and choose the new user from the list of available options.


 
Notes

Click the arrow to the right of the lead and choose the Enter a note button.


Select the note type, then enter the content of the note. When finished, click Save.


 
Converting Leads to Opportunities

Select the Subject of the lead.




Click Convert to New Opportunity.