Weaver E10 Online User Manual
  • Overview
  • Basics
    • Account
      • Login using Username (PC / Webpage)
      • Login using QR Code
      • Changing Account Password
      • Resetting Account Password (Admin)
  • Organizational / Team Structure
    • Teams
    • Position
    • Personnel
    • Following Users
    • Viewing Personal Profile
    • Changing Profile Avatar
    • Customizing Fields for Personnel Profiles (Admin)
    • Enable Divisions in the Organization Structure
    • Methods for Adding Personnel
    • Enabling Security Level Settings
    • Personnel Duplication Check Setting
    • Setting Department Abbreviations and Icons
  • Permission Center
    • Role Settings
    • Permission Settings of Related Items
    • Permission Adjustment
    • Permission Settings
    • Permission Decentralization Management
    • Organizational Application Permission Decentralization Settings
  • Work Message
    • Private Conversation
    • Group Conversation
    • Session List
    • Pinning Conversations
    • Inviting Users to Join Existing Groups
    • Group Management Settings
    • System Notifications
    • Marking Conversations as Read
    • Chat Message Content Browsing
    • Muting Conversations
    • Reply to Previous Messages
    • Recall Messages
    • Saving Attachments from IM to DMS
    • Sending Attachments through IM
    • Custom System Message Category (Admin)
  • Global Search
  • Work Schedule
    • Viewing Personal Schedules
    • Creating Personal Schedules
    • Editing / Deleting Existing Schedules
    • Periodic Schedules / Repeating Schedules
    • Querying Schedules
    • Schedules Overview
    • Schedule Receipts
    • Displaying Multiple Schedules / Tasks
    • Permission Settings for Schedules
    • Synchronizing Schedules / Contact Reminders / Tasks to 3rd Party Calendar Applications
    • Administrator Settings for Schedules
      • Application Settings
      • Participant Range Settings
      • Default Personnel
      • Associated Form Settings
      • Schedule Types and Priority Level Types
  • Task Collaboration
    • Viewing Personal Tasks
    • Creating Personal Tasks
    • Batch Importing Tasks
    • Sub Tasks
    • Completion Progress Status
    • Task Types
    • Following Tasks
    • Task Reminders
    • Periodic Task (Cyclic Creation)
    • Sharing Tasks with IM
  • Task Collaboration 2
    • Task Menu
    • Sub Tasks
    • Creating Tasks
    • Task View
    • Working Hours Settings
    • Importing Tasks
    • Task Cards
      • Locking Tasks to Prevent Changes
      • Periodic Creation
      • Predecessor Tasks
      • Successor Tasks
    • Searching Tasks
    • Task Permissions
    • Following Tasks
    • Task Comments
    • Task Statistics
    • Recycle Bin
  • To-Do
    • Introduction
    • Creating To-Dos from Different Modules
    • Personal Notes / To-Do
    • Process Later
    • Settings
  • Document Management System (DMS)
    • Overall Introduction
    • Document Directory Tree
    • Document Information Page
      • Create Documents
      • Deleting Documents
      • Searching for Documents
      • Basic Operations
      • Sharing Documents
      • Document Sharers
      • Document Properties / Details Page
  • Attendance *
    • Basic Operations for Normal Users
    • Basic Operations for Administrators
    • Front End Operations
      • Attendance Punch In/Out
      • Field Service Attendance
      • Attendance Appeal
      • Abnormal Attendance and Appeal Process
      • Attendance Statistics
        • Daily Statistics
        • Attendance Summary
      • Working Hours
      • Original Punching In/Out Records
      • My Field Service
      • Leave Statistical Report
    • Back End Operations
      • Attendance Settings
        • Attendance Rule Settings
        • Attendance Rule Maintainer
        • Basic Settings
        • Holiday Settings
        • Advanced Settings
      • Associate Workflow Settings
      • Leave Type Settings
      • Leave Detail Settings
      • Leave Rules Settings
      • Leave Balance Settings
      • Attendance Report Sharing
      • External Attendance Data Source Integration - Sync Settings
      • External Attendance Data Source Integration - Data Import
      • Attendance Machine Integration
    • Usage Scenario
  • CRM *
    • SCRM
      • Front End Usage
      • Backend Management
    • Customer Management
      • Front End Usage
      • Backend Management
    • Contact Person Management
      • New Contact Person
      • Contact List
    • Market Campaign Management
      • New Market Campaign
      • All Market Campaign
      • My Campaign
      • Campaigns Followed by Me
      • Customize Left Side Menu
      • Feedback and Comments
      • Recycle Bin
      • Backend Settings
        • Basic Settings
        • Options Settings
        • Cards Settings
        • Module Linkage Settings
    • Leads Library
      • New Leads
      • My Leads
      • My Followed Leads
      • My Subordinate's Leads
      • All of My Leads
      • Customize Left Side Menu
      • Leads Pool
      • Leads Settings
      • Recycle Bin
    • Business Opportunities
      • New Business Opportunity
      • My Business Opportunities
      • My Followed Business Opportunities
      • Business Opportunities Shared to Me
      • My Subordinates' Business Opportunities
      • Recently Assigned Business Opportunities
      • All of My Business Opportunities
      • Customize Left Side Menu
      • Business Oppurtunites Pending Approval
      • Business Opportunities Feedback
      • Statistics Report
      • Contact Reminder
      • Alert Reports
      • Business Opportunities Settings
        • Basic Settings
        • Options Settings
        • Card Settings
        • Permission Settings
        • Sales Process Settings
        • Field Permission Settings
        • Workflow Approval Settings
        • Statistics Report Settings
        • Alert Settings
        • Contact Reminder Settings
        • Module Linkage Settings
        • Print Settings
        • Contract Conversion Mapping Rules
        • Associated Permission Passing Settings
    • Products Management *
    • Competitors Management
    • Price Management
    • Quotes Management
    • Capital Management
    • CRM Business Scenarios
  • Daily Work Report
    • Introduction
    • Front End Operations
      • Basic Operations
      • Setting up Home Page Widget for Daily Report
      • Reading Daily Reports by Other Users
      • Daily Reports Statistics
      • Statistical Report
    • Backend Maintenance
      • Function Settings
      • Basic Settings
      • Sharing Permissions Settings
      • Template Settings
      • Reminder Settings
      • Other Settings
  • Portal Settings
  • Projects
    • Setting Up
    • New Project
    • Project Cards
    • Project Menu
    • Mind Map
    • Gantt Chart
    • Projects Pending Approval
    • Team Project Template
    • Project Cloud Template
    • Project Statistics
    • Project Settings
    • Recycle Bin
    • Sample Use Scenario
  • Integration Center
    • Unified Approval Push Function
  • Unified Approval Center Integration
    • Page 5
  • System Security
    • Sensitive Words
    • Sensitive Word List
    • Disabling Screen Capture for Mobile Clients
  • Workflows
    • 1 Workflow Module Introduction
    • 2 Create new workflow
    • 3 Form Designer
    • 4 Workflow Designer
    • 5 Initial a new request
    • 6 Statitic Report
    • 7 Practice
    • 8 Personal Setting
    • 9 System Settings
  • Google Maps API Integration
  • Miscellaneous
    • Open API
      • Creating New Department
    • User Client Settings
  • e-builder
    • Field Correlation
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  1. CRM *

Leads Library

PreviousModule Linkage SettingsNextNew Leads

Last updated 1 year ago

New Leads
My Leads
My Followed Leads
My Subordinate's Leads
All of My Leads
Customize Left Side Menu
Leads Pool
Leads Settings
Recycle Bin