Sales Lead Overview

When a technician submits a Sales Lead through the Service app, it will automatically be stored in Service> Sales Leads. Click here to learn how a technician submits a sales request. Users can choose from various search filters and columns. To do this, utilize the Filters icon & Columns icon to narrow down what information you would like displayed. Additionally, to view details of a Sales Lead, either click on the ID # or click on the 3 dots on the corresponding lead and select details.