Which all leads are displayed in the leads list page of a users?

• Related Articles

• Which all Contacts are displayed in the Contacts list page of a users?

  The following Contacts will be displayed in the user's screen: The Contacts shared with the user. The Contacts created by the user. The Contacts reassigned to the user.

• Which all deals are displayed in the deals list page of a users?

  The following deals will be displayed in the user's screen: The deals shared with the user. The deals created by the user. The deals assigned to the u

• Which all Tasks are displayed in the Tasks pool?

  The tasks under the following categories will be displayed in the companies pool of the user: Tasks which are created by the user. Tasks which are shared with the user.

• Which all Companies are displayed in the Companies pool?

  The companies under the following categories will be displayed in the companies pool of the user: Companies which are created by the user Companies for which read access is granted to the user

• What Are Smart Lists?

  Smart List are filtering conditions that can be saved by a user for later use. There will be many filters which will be used very frequently by the sales people. The leads which are open, leads created by a specific user, Contacts created in last 30 ...