This section explains how leads are displayed, how users can navigate through the leads page, and how to move leads to another brief.
The All Leads page lists all existing leads the user has access to.
To see only those in a particular stage, click on the relevant status.
- Pre-CDA Review
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 the lead through the workflow
See a detailed explanation of the lead workflow here.