Lead Action overview

Convert Lead to...

Find out more in Converting Lead.


The Export button saves the record into PDF or VCF format (electronic business card).


By clicking the Security option, you will open a window with Lead system information. Here you can find information about who created (or edited) the record and when, or what the record validity is.

Only the users with special permission can view the records. You can lock any record that you have permission to access and prevent other users from editing it. The record can be unlocked by you or an administrator.

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