How do I add a lead to a list?

Owned by support (Unlicensed)
Last updated: juin 25, 2015 by Émilie Corbeil-Cantin (Unlicensed)
1 min read

1. Select Lead management from the top menu bar in PUBLITRAC.

2. Select Leads/Customers.

3. Select the Leads tab. 

4. Perform a search in the field to the right in order to locate the desired lead.

 



5. Click once on the lead in question to select it.

6. Right-click on the lead to open the lead menu.

7. Click on Add to a list.



8. Select the list in question from the drop-down menu List name.

9. Click OK.