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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Leads - After clicking Leads from the Search icon, the list will default to the All Lead list. Note: To produce various sorting options, click each column title.
Customers - After clicking Customers from the Search icon, the list will default to the All Customer list. Note: To produce various sorting options, click each column title.