Note: ERP Gold provides an easy way to search you just have to type the term in the search bar field and click on the search button.

The system will show the search terms in the same table in which it is displaying records.

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: Use to search lead.

5.Clear button: Users click the Clear button then the search bar is clean.

6.Add Lead: Users click the 'Add Lead' button, we have a new screen open in which we can count the leads.

7.Follow Ups: Follow-Ups features such as the ability to track pipelines set goals for the team members, view reports, and coordinate workflow within the organization. The system keeps track of projects, bids, and leads that are in the pipeline, and users can view personalized information regarding their leads.

8.Advance View: It will display more detail about the normal views.

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

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

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