Leads Detail Page Review

Leads Detail Page Review - Video
Fri, 29 Jun, 2018 at 3:42 PM
How Do I View More Information For My Leads?
Go to the Vertical Navigation bar to the left. Click on Leads Click on the name of the lead you want more information on. Under the name you will see ev...
Fri, 29 Jun, 2018 at 3:43 PM
What are the 5 buttons located above a Leads Details?
Lead Summary This area is broken up into 4 sections. Registration Data – Registration Date - when the lead registered  Referral Source – shows how a le...
Fri, 29 Jun, 2018 at 9:54 AM
What do the 5 icons next to Send Login info in the Leads Detail Page do?
Phone icon – Allows you to log a call for the lead you are currently viewing Envelope icon – Allows you to send an email to this lead Pencil icon – Allow...
Fri, 29 Jun, 2018 at 9:56 AM