Subtasks of the Manage Leads and Contacts Screen
The Manage Leads and Contacts screen has several subtasks.
- Related Topics:
- Business Affiliations Subtask
Use this subtask to enter, edit, or view business affiliations for the lead/contact. - User-Defined Info Subtask
Use this subtask to enter, edit, and view values for user-defined fields for a lead/contact. - Related Leads/Contacts Subtask
Use this subtask to add other leads/contacts related to the lead/contact record you are currently accessing. - Opportunities Subtask
Use this subtask to view the opportunities associated with the lead/contact. - Contracts Subtask
Use this subtask to view the contracts associated with the lead/contact. - Activities Subtask
Use this subtask to enter, manage, and track activities related to the lead/contact.
Parent Topic: Manage Leads and Contacts