Lead Management reference Release version: Australia Updated April 10, 2026 1 minute to readReference topics provide additional information about the Lead Management application. Components installed with Lead ManagementSeveral types of components are installed with activation of the Lead Management plugin, including tables and user roles.Lead details formField descriptions for editing or reviewing details on the Lead form for Lead Management.Create new lead task formField descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.Create new appointment formField descriptions for editing or reviewing details on the Create New Appointment form in the Lead Management and CRM Touchpoints modules.
Lead Management reference Release version: Australia Updated April 10, 2026 1 minute to readReference topics provide additional information about the Lead Management application. Components installed with Lead ManagementSeveral types of components are installed with activation of the Lead Management plugin, including tables and user roles.Lead details formField descriptions for editing or reviewing details on the Lead form for Lead Management.Create new lead task formField descriptions for editing or reviewing details on the Create New Lead Task form in the Lead Management and CRM Touchpoints modules.Create new appointment formField descriptions for editing or reviewing details on the Create New Appointment form in the Lead Management and CRM Touchpoints modules.