Project Lead Home

Clicking the Project Leads tab displays the Project Lead home page.

• To show a filtered list of items, select a predefined list from the View drop-down, or click Create New View to define your own custom view. To edit or delete a view you created, select it from the View drop-down and click Edit.
• Click New to create a new Project Lead.
• Click any Project Lead’s name to open that record.

Related

• Project Qualification with Project Lead
• Project Lead Record Types
• Manage Project Leads