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Leads

Leads

Owned by Georgios Vasilakos (Unlicensed)
Last updated: May 17, 2023

Widget UX Details

In Home Page Dashboard displayed Leads widget. To found this widget user must select the profile icon. Select the option "Add Widget". Select the widget to input to dashboard.

TitleLeads
Resource Key - TitleOD0000fa-IR5
DescriptionThe number of active Leads assigned to you at the moment
Recourse Key - DescriptionOD0004181
Business Case1551
ComponentCountLinkWidget
Entity DashboardHome Page Dashboard



Widget Functional Details

Widget Grid List 

Columns

  • Lead Group Name
  • Inquiry Source

When user select the "more" button  system redirects to Leads Grid List.


Widget Technical Details


EntityNameIDMS_LeadsInfoView
URL/Sales Opportunity/LeadsGridList/
ODataFilterSPCode eq CurrentUserSlpCode() and OPPCode eq null and IsActive eq 1 and IsOpportunity eq 0 and U_IDMS_ProgressStarted eq 1

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