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Lead and opportunity management › Reference › Sales Customer Relationship Management
Release: Australia · Updated: 2026-04-10 · Official documentation · View source

Lead Management reference

Reference topics provide additional information about the Lead Management application.

  • Components installed with Lead Management
    Several types of components are installed with activation of the Lead Management plugin, including tables and user roles.
  • Lead details form
    Field descriptions for editing or reviewing details on the Lead form for Lead Management.
  • Create new lead task form
    Field descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.
  • Create new appointment form
    Field descriptions for editing or reviewing details on the Create New Appointment form in the Lead Management and CRM Touchpoints modules.

Parent Topic:Lead and opportunity management reference