Leads Tab of the Activity Dialog Box

Use the Leads tab to associate multiple leads with an activity. When you schedule an activity, you can enter one lead name in the Primary Lead field on the Detail tab of the Activity dialog box.

The Leads tab allows you to associate additional leads with the activity. This is useful when you have more than one lead at a client firm who must be included in the activity.

The term “lead” is used in Vision to represent prospect contacts or unqualified contacts that may lead to future business. Your firm may use a different term to describe these people and companies. If so, you may want to rename the term (label) “lead” to your Vision-specific term throughout Vision.

This tab does not display when you create Project Planning tasks or activities in the Resource Planning application.

Contents

Field	Description
Leads Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option and use the Lead lookup to select one or more leads to add to the activity. The leads that you select are displayed in the Leads grid on this tab. When you click OK to schedule the activity, Vision inserts the activity details in the Activities grid on the Activities tab of the corresponding Lead Info Center records.
Delete	Select a name in the Leads grid and click this option to remove the lead from the activity. To select a lead in the grid, click the first empty cell or the Business Phone cell in the lead's row. If you click the lead's name, it opens the Leads Info Center. When you delete a lead from an activity, Vision automatically deletes the activity from the Activities grid on the Activities tab of the corresponding Lead Info Center record. In addition, when you delete an activity from the Activities grid in a Lead Info Center record, that lead's name is automatically deleted from the Leads grid on the Leads tab of the Activity dialog box.
Name	This field displays the lead's name as it displays in the corresponding Lead Info Center record. If you enter a lead name in the Primary Lead field on the Details tab of the Activity dialog box, that lead name is also automatically entered here.
Business Phone	This field displays the lead's business phone number as it displays in the corresponding Lead Info Center record.