Actions in Lead to Deal
Download: If the status is "Finished", this button allows to download the outcome of the lead generation task in CSV format.
Edit: If you exit the process without completing it, your progress will get saved as a "Draft". You can always reopen it with the "Edit" option, and continue working.
By clicking on the three dots, you may access a dropdown of actions, as follows:Information : Shows the progress report on the particular lead collection job. Depending on whether or not the task is still in progress or finished, it may look like this:
Duplicate: Makes an identical copy of the chosen lead job configuration. Convenient in case you need to repeat more or less the same search of leads without re-configuring it.
Save as Template: Makes the existing lead generation configuration into a reusable template. Avoid repetitive action by firing off a similar job immediately, on a single click.
Delete: Removes the chosen item of the list forever. The action has to be confirmed as to avoid accidental deletion:
