Refresh Open Leads Grid
When using e-manage|ONE and want to ensure that the Open Leads grid is up-to-date, there are two ways to do this. Firstly, the grid will automatically refresh whenever a new lead is added, or a lead is cancelled or put on hold. Secondly, you can manually force a refresh of the Open Leads grid by clicking on the "Reload" button located on the bottom right-hand side of the grid. By doing this, you can make sure that you have the latest information available at all times.
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