Follow the steps below to activate or deactivate the custom lead table in your ERP system

Step 1 =  Login to ERP:

• Use your Admin account to log in to the ERP platform.

Step 2 =  Navigate to Sales CRM Module:

• Click on the Module icon in the dashboard.
• From the menu, select Sales CRM.

Step 3 =  Access Tool Options:

• In the top-right corner, click on the Tool icon to open additional settings.

Step 4 =  Open Custom Lead Table Settings:

• Select Custom Lead Table from the dropdown or the available options.

Step 5 =  Activate or Deactivate Table Headers:

• You will see a list of headers (columns) available for customization.
• Toggle the "Active" option to "Yes" or "No" for each header you want to add or remove from the table.

Step 6 =  View Changes in Manage All Leads:

• The activated columns will now appear in the Manage All Leads section for easy access and management.

By following these steps, you can control which headers are visible in your custom lead table.

Admin

January 07, 2025

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