The Upsilon Lead Types option is used to create Lead Types. Quotation records created within the Quotations option can then be assigned a Lead Type.
For further help on the grid and form options click the respective tab pages below.
The Upsilon Lead Types grid allows you to browse, filter and sort the Lead Type records that you have created within the Upsilon Lead types option.
TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.
Toolbar
The Lead types form allows you to add, edit, save or delete records.
Toolbar
Toolbar Item |
Description |
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Add new record.
NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode. |
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Save the current record. |
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Delete the current record.
NOTE: The system will not allow deletion of a Lead Type if it is in use within the Quotation module. |
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Call the context sensitive help system. |
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Return to the calling grid. |
Mandatory Fields
Field Name |
Notes |
Lead Type |
The Lead Type field Is editable only upon adding new records and must be unique within the Lead Types option. |
See Also