You will notice that on the view page of any customer you will see Sales Rep, BDC Rep(CDR), Lead source, and Notes. The Idea they have with the Tabs is OK the general tab gives you a fast snapshot of all important things. The Left list is good as well. The default for the left list is New Leads. So in the AM, any people in the left column are new leads. The BDC Rep or Sales Rep will see them first thing. You will notice that on the view page of any customer you will see Sales Rep, BDC Rep(CDR), Lead source, and Notes. The Idea they have with the Tabs is OK the general tab gives you a fast snapshot of all important things. The Left list is good as well. The default for the left list is New Leads. So in the AM, any people in the left column are new leads. The BDC Rep or Sales Rep will see them first thing. You will notice that on the view page of any customer you will see Sales Rep, BDC Rep(CDR), Lead source, and Notes. The Idea they have with the Tabs is OK the general tab gives you a fast snapshot of all important things. The Left list is good as well. The default for the left list is New Leads. So in the AM, any people in the left column are new leads. The BDC Rep or Sales Rep will see them first thing.