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This section explains how leads are displayed, how users can navigate through the leads page, and how to move leads to another brief.

Overview

The All Leads page lists all existing leads the user has access to.

All_Leads.png

To see only those in a particular stage, click on the relevant status.

  • All
  • Identification
  • Pre-CDA Review
  • On-hold
  • Accepted
  • Declined

Move a lead to another brief

In each view, users can move a lead to another brief by clicking on the three vertical dots button.

Move_Lead_To_Another_Brief.png

Move the lead through the workflow

See a detailed explanation of the lead workflow here.