Step 1. Users can use to need the filter leads data first user enters the lead page, and then further click on the advance view button it will show the filter option.

1.Filter By Status: 1.Filter By Status: Users can choose one of the lead by status in this dropdown, then show the lead by the status record in the grid. 

2.Filter By Source: Users can choose one of the leads by a source in this dropdown, then show the lead by source record in the grid.

3.Filter By Assigned To: Users can choose one of the leads assigned to in this dropdown, then show the lead by assigned to in the grid.

4.Search Bar: Use to search lead.

5.Clear Button: Users can click the clear button then the search field detail is removed.

6.Add Lead: Users click the Lead button, a new screen opens in front of us in which we can enter the complete information of the Lead.

7.Normal View: It will display more detail about lead.

8.Action Button: Users click the Action button, We have different options shown to change the lead status, lead source, etc.

9.Column Header: Drag a column header and drop it here to group by that column.

10.Check Box: Check desire "Leads" and click the action button it should be given different options.

11.ID: It is a Unique key for the record.

12.Company Name: Users can see the lead company name.

13.Assigned To: Users can see the assigned lead someone.

14.Notes: Users can see the notes.

15.Status: Users can see the status in this column.

16.Source: Users can see the source of lead in this column.

17.Contact: Users can see the contact in this column.

18.Street Address: Users can see the street address in this column.

19.City: Users can see the city in this column.

20.State: Users can see the state in this column.

21.Zip Code: Users can see the postal code in this column.

22.Update: Users can see the updated data in this column.

23.Contact info: Users can see the contact information in this column.

24.Add Notes: Users click the 'Add Notes' button, a new popup screen opens up in which we can follow up the notes.

25.Next Page Button: Move to the next page.

26.Items Per Page: Use to display a number of records per page.

Step 2. Users click the 'Add Notes' button, a new popup screen opens up in which we can follow up on the notes.

1.Contact Medium: Users can choose one of the 'Contact Medium' in this dropdown. Contact Medium represents something we've been in contact with our clients via email, phone,linked-in, etc.

2.Date Entered: Users can see the date entered of follow up notes in this format.

3.Action Date: When will Users take action on this follow-up note.

4.Meeting Invite: Enter your email in this field for a meeting invitation.

5.Comments: Users can enter the comments in this field.

6.Save: Users click the save button, we have a record save

7.Change Lead Status: Users can change the Lead status in this dropdown.

8.Change Lead Assigned To: Users can change Lead Assigned To in this dropdown.