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Lead Smart Button
Clear
Clears the Lead form ready for a new record to be created/recalled.
Select 
for other actions.
Save
Becomes the default option once a field is edited.
On selecting, the active record is saved. The form remains populated.
Select for
other actions.
Save & Add New
On selecting, the active lead is saved and the form is cleared apart from these fields:
- ORGANISATION
- Salesperson
- Sales stage
- Confidence
Salesperson defaults from the organisation.
Sales stage defaults from CRM > System > Module Control / Sales / Default Lead Stage.
Confidence defaults from the sales stage.
Copy
Copy is available for both closed and open leads. It is not available if the document has not been saved.
On selecting, NUMBER is cleared ready for a new number to be assigned.
Where automatic numbering is in use, on selecting Save a lead number is automatically assigned and a copy of the original lead created.
Where automatic numbering is not in use, enter a unique reference in NUMBER and Save.
Automatic numbering is enabled in CRM > System > Setup /
Auto Codes.
Delete
Delete is available for open leads.
On selecting, a message is displayed "Are you sure you want to delete this Lead?". Selecting Yes deletes the lead and clears the form ready for a new record to be created/recalled.