Understanding Your CRM Homepage/Homescreen

Updated :

Your CRM is the foundation of your business! In order to convert leads and increase past client referrals, you must use your CRM to the best of it's ability.


SECTION 2: Contact Search bar

SECTION 3: Account Logout

SECTION 4: StreetMatch menu: View current streetmatch leads, as well as add new ones.

SECTION 5: Manually create a new lead

SECTION 6: Filter your "My Lead" Results

SECTION 7: My Leads: A list of all of your leads in the system



If you are interested in watching a video overview of the home page, please click here and view video #1.


Powered by Zendesk