Lead Summary

From MobileX for SageCRM

Summary/New and Edit screens

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




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.