{"id":67,"date":"2018-06-27T12:38:17","date_gmt":"2018-06-27T12:38:17","guid":{"rendered":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/?p=67"},"modified":"2018-11-22T06:36:32","modified_gmt":"2018-11-22T06:36:32","slug":"overview-of-lead","status":"publish","type":"post","link":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/overview-of-lead\/","title":{"rendered":"Overview of Lead"},"content":{"rendered":"

You can view all contacts information like Details, Tasks and it\u2019s Events by\u00a0 going to Leads >\u00a0List Leads<\/strong>\u00a0 , inside list Lead table<\/a> just click on any of the contact name you want to view information and the data will be shown.<\/p>\n

Details<\/h2>\n

The details tab contains the information which you saved through the form inside create new Lead<\/a>.<\/p>\n

\"\"<\/a><\/p>\n

Task<\/h2>\n

Task tab contains the all the tasks related to a specific Lead which\u2019s details you are currently viewing.<\/p>\n

Here you can also create new task which will be automatically linked to this lead. You can also Edit and delete the listed tasks.<\/p>\n

\"\"<\/a><\/p>\n

Events<\/h2>\n

As the name indicates that this tab will contains the Events related to the specific Lead. A calendar view will make it easy for you to understand the dates and events on these dates.<\/p>\n

Here you can also create new event which will be automatically linked to this lead. You can also Edit and delete the listed events.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

You can view all contacts information like Details, Tasks and it\u2019s Events by\u00a0 going to Leads >\u00a0List Leads\u00a0 , inside list Lead table just click on any of the contact name you want to view information and the data will be shown. Details The details tab contains the information which you saved through the form […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[],"class_list":["post-67","post","type-post","status-publish","format-standard","hentry","category-leads"],"yoast_head":"\nOverview of Lead - Upping Crm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/overview-of-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Overview of Lead - Upping Crm\" \/>\n<meta property=\"og:description\" content=\"You can view all contacts information like Details, Tasks and it\u2019s Events by\u00a0 going to Leads >\u00a0List Leads\u00a0 , inside list Lead table just click on any of the contact name you want to view information and the data will be shown. 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