Section 1: Live Leads Filters

The filters allow you to target which live leads you would like to view.

LEAD TYPE

 For example you may on a certain day follow up on all active leads whom you have classified as Sellers.  If so select all the corresponding seller Lead Types.  All leads with that lead type will be displayed to the right.

NOTE: The Lead Type list will vary from agent to agent depending on the types that the agent has added to their account.  To find out more information on adding new lead types click here.

LEAD TYPE

LEAD RATING

Not only can you filter the type of lead, but you can sort through their rating.  Again you would want to have more frequent contact with leads that are hot, but you must stay in contact with every contact.  

LEAD RATING

LEAD STATUS

You have the ability to search by lead status as well.  

LEAD STATUS

USERS

You can also select leads according to which team member has been assigned the lead.  If you are the Team Leader you will be able to see all users.  If you are not the Lead you will only be able to see your leads.  

USERS
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