SmartPDA Leads

SmartPDA Leads

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The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

Users must have the appropriate Leads rights to access this module.

Leads in SmartPDA provide the user with a quick view of all existing Leads

available in SmartOffice.

Search Leads

Select the Leads option from

the Main Menu to display the Search Leads screen. Enter the appropriate

lead information and then click the Go

button to display the Leads List.

For users with Leads Coordinator rights, the Leads List will display

Unassigned leads. For users with Leads Advisor rights, the Leads list

will display Unaccepted leads.

Leads List)

Select the Go button from

the Search Leads screen to display the Leads List. This lists all

of the available Leads in SmartOffice. The Leads List displays the

Lead Name, Leads Type, Campaign Name, Status of the Lead, Stage of

the Lead and Residence Address.

The Main Menu hyperlinks shown in the top right and bottom right

corner of the screen can be used to display the Main Menu.

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