Lead Summary

From MobileX for SageCRM
Revision as of 16:22, 9 April 2018 by Crmtogether (talk | contribs)
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Summary/New and Edit screens

To add/remove fields from your CRM system you need to edit the screens in CRM called

"LeadOfficeInt"

and

"LeadOfficeIntNew"


You can customized the list with this setting (comma delimit the fields)

 <add key="lead_descfield" value="lead_description,lead_companyname"/>


    • the field 'lead_companymatch' is not supported in this screen and you cannot match a company to a lead from MobileX. You must do this in full CRM.