Lead Types

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

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Lead Type and Description.
	Add new record.
	The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The Lead types form allows you to add, edit, save or delete records.

Toolbar Item	Description
	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.
	Save the current record.
	Delete the current record. NOTE: The system will not allow deletion of a Lead Type if it is in use within the Quotation module.
	Call the context sensitive help system.
	Return to the calling grid.

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.